SSG
INTU icon

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
-500
Closed -$322K – 1211
2021
Q4 		$322K Buy
+500
New +$309K 0.02% 478
2021
Q2 		– Sell
-45
Closed -$1.72M – 770
2021
Q1 		$1.72M Buy
+45
New +$17.3K 0.19% 119
2020
Q4 		– Sell
-100
Closed -$3.26M – 581
2020
Q3 		$3.26M Hold
100
– – 0.34% 60
2020
Q2 		$2.96M Buy
+100
New +$27.4K 0.37% 62

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. 2,002 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.