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
2022 Q1	–	Sell	-200	Closed	-$129K	–	1210
2021 Q4	$129K	Buy	+200	New	+$123K	0.01%	664

Other funds holding INTU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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. 2,002 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.
2,002 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.