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Summit Securities Group’s Intuit INTU Stock Holding History

Summit Securities 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 		– Sell
-839
Closed -$556K – 1210
2025
Q4 		$556K Buy
839
+748
+822% +$494K 0.07% 187
2025
Q3 		$62.1K Buy
+91
New +$65.6K 0.01% 507
2025
Q1 		– Sell
-44
Closed -$27.7K – 936
2024
Q4 		$27.7K Buy
+44
New +$28.1K 0.01% 347
2024
Q3 		– Sell
-37
Closed -$24K – 716
2024
Q2 		$24K Buy
+37
New +$22.9K ﹤0.01% 368
2024
Q1 		– Sell
-22
Closed -$14K – 683
2023
Q4 		$14K Sell
22
-9
-29% -$4.96K ﹤0.01% 497
2023
Q3 		$16K Sell
31
-64
-67% -$32.4K ﹤0.01% 382
2023
Q2 		$44K Buy
95
+88
+1,257% +$38.5K 0.01% 440
2023
Q1 		$3K Buy
+7
New +$2.87K ﹤0.01% 731
2022
Q4 		– Sell
-1,080
Closed -$418K – 1250
2022
Q3 		$418K Buy
+1,080
New +$467K 0.03% 286
2022
Q2 		– Sell
-1,282
Closed -$616K – 1086
2022
Q1 		$616K Buy
1,282
+837
+188% +$429K 0.07% 202
2021
Q4 		$286K Buy
+445
New +$275K 0.01% 507
2021
Q2 		– Sell
-2,000
Closed -$766K – 769
2021
Q1 		$766K Buy
+2,000
New +$770K 0.08% 243
2017
Q1 		– Sell
-3,195
Closed -$366K – 340
2016
Q4 		$366K Buy
+3,195
New +$358K 0.08% 172
2016
Q3 		– Sell
-15,960
Closed -$1.78M – 218
2016
Q2 		$1.78M Buy
+15,960
New +$1.67M 0.95% 21
2013
Q3 		– Sell
-100
Closed -$6K – 481
2013
Q2 		$6K Buy
+100
New +$6.05K ﹤0.01% 368

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 Securities Group's INTU Position: Q1 2026 in Review

Summit Securities Group sold out of Intuit (INTU) in Q1 2026, closing a stake of 839 shares — an estimated $556K sold.

Summit Securities Group first reported a position in INTU in Q2 2013 and held it in 15 quarters. The position peaked at $1.78M in Q2 2016. 2,004 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Summit Securities Group reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
  • Summit Securities Group sold 839 Intuit shares in Q1 2026, an estimated $556K.
  • Summit Securities Group first reported a position in Intuit in Q2 2013 and held it in 15 quarters.
  • Summit Securities Group's Intuit position peaked at $1.78M in Q2 2016.
  • 2,004 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.