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Summit Trail Advisors’s Intuit INTU Stock Holding History

Summit Trail Advisors’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
Q2 		$3.05M Buy
11,690
+471
+4% +$164K 0.04% 361
2026
Q1 		$4.85M Buy
11,219
+2,695
+32% +$1.29M 0.07% 170
2025
Q4 		$5.65M Sell
8,524
-1,114
-12% -$736K 0.1% 110
2025
Q3 		$6.58M Buy
9,638
+1,296
+16% +$934K 0.09% 111
2025
Q2 		$6.57M Buy
+8,342
New +$5.65M 0.11% 96
2024
Q4 		– Sell
-4,175
Closed -$2.59M – 561
2024
Q3 		$2.59M Buy
4,175
+162
+4% +$103K 0.06% 134
2024
Q2 		$2.64M Buy
4,013
+1,519
+61% +$942K 0.07% 119
2024
Q1 		$1.62M Buy
2,494
+459
+23% +$293K 0.04% 157
2023
Q4 		$1.27M Sell
2,035
-72
-3% -$39.7K 0.04% 140
2023
Q3 		$1.08M Sell
2,107
-207
-9% -$105K 0.04% 149
2023
Q2 		$1.06M Buy
2,314
+1,265
+121% +$554K 0.04% 163
2023
Q1 		$468K Buy
1,049
+296
+39% +$122K 0.02% 228
2022
Q4 		$293K Buy
753
+57
+8% +$22.6K 0.01% 287
2022
Q3 		$270K Sell
696
-54
-7% -$23.3K 0.01% 279
2022
Q2 		$289K Sell
750
-276
-27% -$114K 0.02% 282
2022
Q1 		$493K Buy
1,026
+468
+84% +$240K 0.04% 176
2021
Q4 		$359K Buy
558
+41
+8% +$25.3K 0.02% 203
2021
Q3 		$279K Buy
+517
New +$279K 0.02% 208
2020
Q4 		– Sell
-1,959
Closed -$685K – 225
2020
Q3 		$685K Buy
+1,959
New +$613K 0.13% 84
2018
Q2 		– Sell
-2,920
Closed -$283K – 558
2018
Q1 		$283K Buy
2,920
+897
+44% +$151K 0.05% 291
2017
Q4 		$332K Buy
+2,023
New +$308K 0.04% 297

Other funds holding INTU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Summit Trail Advisors's INTU Position: Q2 2026 in Review

Summit Trail Advisors increased its Intuit (INTU) stake by 4.2% in Q2 2026, buying an estimated $164K and bringing the position to 11,690 shares worth $3.05M. The position accounts for 0.04% of the portfolio, ranked #361.

Summit Trail Advisors first reported a position in INTU in Q4 2017 and has held it in 21 quarters since. The position peaked at $6.58M in Q3 2025. 1,753 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Summit Trail Advisors held 11,690 shares of Intuit worth $3.05M as of Q2 2026.
  • Summit Trail Advisors bought 471 Intuit shares in Q2 2026, an estimated $164K.
  • Intuit made up 0.04% of Summit Trail Advisors's portfolio in Q2 2026, its #361 holding.
  • Summit Trail Advisors first reported a position in Intuit in Q4 2017 and has held it in 21 quarters since.
  • Summit Trail Advisors's Intuit position peaked at $6.58M in Q3 2025.
  • 1,753 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.