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Summit Financial’s Intuit INTU Stock Holding History

Summit Financial’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 		$873K Sell
2,019
-1,588
-44% -$757K 0.01% 822
2025
Q4 		$2.39M Sell
3,607
-194
-5% -$128K 0.04% 446
2025
Q3 		$2.6M Buy
3,801
+88
+2% +$63.4K 0.04% 416
2025
Q2 		$2.92M Sell
3,713
-22
-0.6% -$14.9K 0.07% 235
2025
Q1 		$2.29M Buy
3,735
+156
+4% +$93.7K 0.06% 237
2024
Q4 		$2.25M Buy
3,579
+1
+0% +$639 0.08% 195
2024
Q3 		$2.22M Buy
3,578
+281
+9% +$179K 0.09% 169
2024
Q2 		$2.17M Buy
3,297
+2,041
+163% +$1.27M 0.1% 147
2024
Q1 		$816K Sell
1,256
-113
-8% -$72.1K 0.05% 210
2023
Q4 		$856K Buy
1,369
+104
+8% +$57.4K 0.06% 189
2023
Q3 		$646K Buy
1,265
+49
+4% +$24.8K 0.05% 208
2023
Q2 		$557K Buy
+1,216
New +$533K 0.04% 214
2022
Q2 		– Sell
-429
Closed -$206K – 240
2022
Q1 		$206K Sell
429
-52
-11% -$26.6K 0.02% 240
2021
Q4 		$309K Buy
481
+62
+15% +$38.3K 0.02% 210
2021
Q3 		$226K Buy
+419
New +$226K 0.02% 210

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

Summit Financial's INTU Position: Q1 2026 in Review

Summit Financial reduced its Intuit (INTU) stake by 44% in Q1 2026, selling an estimated $757K and leaving 2,019 shares worth $873K. The position accounts for 0.01% of the portfolio, ranked #822.

Summit Financial first reported a position in INTU in Q3 2021 and has held it in 15 quarters since. The position peaked at $2.92M in Q2 2025. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Summit Financial held 2,019 shares of Intuit worth $873K as of Q1 2026.
  • Summit Financial sold 1,588 Intuit shares in Q1 2026, an estimated $757K.
  • Intuit made up 0.01% of Summit Financial's portfolio in Q1 2026, its #822 holding.
  • Summit Financial first reported a position in Intuit in Q3 2021 and has held it in 15 quarters since.
  • Summit Financial's Intuit position peaked at $2.92M in Q2 2025.
  • 2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.