Summit Global Investments’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $884K | Sell |
2,045
-130
| -6% | -$62K | 0.05% | 217 |
|
|
2025
Q4 | $1.44M | Buy |
2,175
+1,154
| +113% | +$763K | 0.09% | 126 |
|
|
2025
Q3 | $697K | Sell |
1,021
-1,427
| -58% | -$1.03M | 0.04% | 252 |
|
|
2025
Q2 | $1.93M | Buy |
2,448
+1,454
| +146% | +$984K | 0.11% | 119 |
|
|
2025
Q1 | $610K | Sell |
994
-1,779
| -64% | -$1.07M | 0.04% | 262 |
|
|
2024
Q4 | $1.74M | Sell |
2,773
-677
| -20% | -$433K | 0.11% | 143 |
|
|
2024
Q3 | $2.14M | Buy |
3,450
+561
| +19% | +$358K | 0.14% | 128 |
|
|
2024
Q2 | $1.9M | Sell |
2,889
-55
| -2% | -$34.1K | 0.13% | 133 |
|
|
2024
Q1 | $1.91M | Sell |
2,944
-2,618
| -47% | -$1.67M | 0.14% | 120 |
|
|
2023
Q4 | $3.48M | Sell |
5,562
-630
| -10% | -$348K | 0.23% | 89 |
|
|
2023
Q3 | $3.16M | Sell |
6,192
-16,424
| -73% | -$8.31M | 0.21% | 100 |
|
|
2023
Q2 | $10.4M | Buy |
22,616
+2,515
| +13% | +$1.1M | 0.69% | 33 |
|
|
2023
Q1 | $8.96M | Buy |
20,101
+2,182
| +12% | +$896K | 0.69% | 31 |
|
|
2022
Q4 | $6.97M | Sell |
17,919
-23
| -0.1% | -$9.12K | 0.59% | 40 |
|
|
2022
Q3 | $6.95M | Sell |
17,942
-11,759
| -40% | -$5.08M | 0.64% | 39 |
|
|
2022
Q2 | $11.4M | Sell |
29,701
-4,912
| -14% | -$2.03M | 1.01% | 25 |
|
|
2022
Q1 | $16.6M | Sell |
34,613
-4,235
| -11% | -$2.17M | 1.23% | 17 |
|
|
2021
Q4 | $25M | Sell |
38,848
-19,274
| -33% | -$11.9M | 1.6% | 11 |
|
|
2021
Q3 | $31.4M | Sell |
58,122
-4,976
| -8% | -$2.68M | 2.35% | 4 |
|
|
2021
Q2 | $30.9M | Sell |
63,098
-6,301
| -9% | -$2.73M | 1.85% | 6 |
|
|
2021
Q1 | $26.6M | Sell |
69,399
-21,607
| -24% | -$8.32M | 1.7% | 6 |
|
|
2020
Q4 | $34.6M | Sell |
91,006
-4,109
| -4% | -$1.44M | 3.45% | 3 |
|
|
2020
Q3 | $31M | Sell |
95,115
-1,790
| -2% | -$560K | 3.21% | 4 |
|
|
2020
Q2 | $28.7M | Buy |
96,905
+26,470
| +38% | +$7.26M | 3.31% | 2 |
|
|
2020
Q1 | $16.2M | Buy |
70,435
+27,439
| +64% | +$7.43M | 2.36% | 10 |
|
|
2019
Q4 | $11.3M | Buy |
42,996
+1,091
| +3% | +$285K | 1.22% | 28 |
|
|
2019
Q3 | $11.1M | Buy |
41,905
+2,089
| +5% | +$575K | 1.3% | 21 |
|
|
2019
Q2 | $10.4M | Buy |
39,816
+2,310
| +6% | +$587K | 1.31% | 19 |
|
|
2019
Q1 | $9.8M | Buy |
37,506
+2,968
| +9% | +$686K | 1.25% | 24 |
|
|
2018
Q4 | $6.8M | Sell |
34,538
-67,627
| -66% | -$14.1M | 1.05% | 29 |
|
|
2018
Q3 | $23.2M | Buy |
102,165
+4,303
| +4% | +$924K | 3.12% | 2 |
|
|
2018
Q2 | $20M | Sell |
97,862
-16,742
| -15% | -$3.21M | 3.02% | 3 |
|
|
2018
Q1 | $19.9M | Buy |
114,604
+46,901
| +69% | +$7.89M | 3.16% | 2 |
|
|
2017
Q4 | $10.7M | Buy |
67,703
+34,256
| +102% | +$5.22M | 1.65% | 18 |
|
|
2017
Q3 | $4.75M | Buy |
33,447
+18,483
| +124% | +$2.55M | 0.74% | 44 |
|
|
2017
Q2 | $1.99M | Buy |
+14,964
| New | +$1.94M | 0.59% | 47 |
|
Other funds holding INTU
VCM
VPM
Summit Global Investments's INTU Position: Q1 2026 in Review
Summit Global Investments reduced its Intuit (INTU) stake by 6% in Q1 2026, selling an estimated $62K and leaving 2,045 shares worth $884K. The position accounts for 0.05% of the portfolio, ranked #217.
Summit Global Investments first reported a position in INTU in Q2 2017 and has held it in 36 quarters since. The position peaked at $34.6M in Q4 2020. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.
- Summit Global Investments held 2,045 shares of Intuit worth $884K as of Q1 2026.
- Summit Global Investments sold 130 Intuit shares in Q1 2026, an estimated $62K.
- Intuit made up 0.05% of Summit Global Investments's portfolio in Q1 2026, its #217 holding.
- Summit Global Investments first reported a position in Intuit in Q2 2017 and has held it in 36 quarters since.
- Summit Global Investments's Intuit position peaked at $34.6M in Q4 2020.
- 2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.
Based on Summit Global Investments's 13F filing for Q1 2026, filed 7 May 2026.