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Sumitomo Mitsui Financial Group’s Intuit INTU Stock Holding History

Sumitomo Mitsui Financial Group’s Portfolio INTU Stock Details INTU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$24M Buy
55,562
+11,132
+25% +$5.31M 0.49% 38
2025
Q4 		$29.4M Sell
44,430
-2,207
-5% -$1.46M 0.52% 29
2025
Q3 		$31.8M Buy
46,637
+3,655
+9% +$2.63M 0.56% 26
2025
Q2 		$33.9M Buy
42,982
+2,681
+7% +$1.81M 0.55% 25
2025
Q1 		$24.7M Buy
40,301
+6,251
+18% +$3.75M 0.45% 27
2024
Q4 		$21.4M Buy
34,050
+2,283
+7% +$1.46M 0.29% 33
2024
Q3 		$19.7M Buy
31,767
+3,558
+13% +$2.27M 0.44% 30
2024
Q2 		$18.5M Buy
28,209
+2,210
+9% +$1.37M 0.58% 25
2024
Q1 		$16.9M Buy
25,999
+318
+1% +$203K 0.52% 25
2023
Q4 		$16.1M Buy
25,681
+1,330
+5% +$734K 0.51% 28
2023
Q3 		$12.4M Buy
24,351
+359
+1% +$182K 0.4% 30
2023
Q2 		$11M Buy
23,992
+427
+2% +$187K 0.35% 33
2023
Q1 		$10.5M Buy
23,565
+326
+1% +$134K 0.33% 33
2022
Q4 		$9.05M Sell
23,239
-887
-4% -$352K 0.34% 45
2022
Q3 		$9.34M Sell
24,126
-1,935
-7% -$836K 0.39% 36
2022
Q2 		$10M Sell
26,061
-395
-1% -$164K 0.28% 44
2022
Q1 		$12.7M Buy
26,456
+374
+1% +$192K 0.37% 44
2021
Q4 		$16.8M Buy
26,082
+4,071
+18% +$2.51M 0.48% 32
2021
Q3 		$11.9M Buy
22,011
+2,047
+10% +$1.1M 0.27% 43
2021
Q2 		$9.79M Buy
19,964
+4,378
+28% +$1.9M 0.22% 42
2021
Q1 		$5.97M Buy
+15,586
New +$6M 0.14% 47

Other funds holding INTU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Sumitomo Mitsui Financial Group's INTU Position: Q1 2026 in Review

Sumitomo Mitsui Financial Group increased its Intuit (INTU) stake by 25% in Q1 2026, buying an estimated $5.31M and bringing the position to 55,562 shares worth $24M. The position accounts for 0.49% of the portfolio, ranked #38.

Sumitomo Mitsui Financial Group first reported a position in INTU in Q1 2021 and has held it in 21 quarters since. The position peaked at $33.9M in Q2 2025. 2,004 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Sumitomo Mitsui Financial Group held 55,562 shares of Intuit worth $24M as of Q1 2026.
  • Sumitomo Mitsui Financial Group bought 11,132 Intuit shares in Q1 2026, an estimated $5.31M.
  • Intuit made up 0.49% of Sumitomo Mitsui Financial Group's portfolio in Q1 2026, its #38 holding.
  • Sumitomo Mitsui Financial Group first reported a position in Intuit in Q1 2021 and has held it in 21 quarters since.
  • Sumitomo Mitsui Financial Group's Intuit position peaked at $33.9M in Q2 2025.
  • 2,004 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Sumitomo Mitsui Financial Group's 13F filing for Q1 2026, filed 14 May 2026.