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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
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 $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 Trail Advisors's INTU Position: Q1 2026 in Review

Summit Trail Advisors increased its Intuit (INTU) stake by 32% in Q1 2026, buying an estimated $1.29M and bringing the position to 11,219 shares worth $4.85M. The position accounts for 0.07% of the portfolio, ranked #170.

Summit Trail Advisors first reported a position in INTU in Q4 2017 and has held it in 20 quarters since. The position peaked at $6.58M in Q3 2025. 2,004 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Summit Trail Advisors held 11,219 shares of Intuit worth $4.85M as of Q1 2026.
  • Summit Trail Advisors bought 2,695 Intuit shares in Q1 2026, an estimated $1.29M.
  • Intuit made up 0.07% of Summit Trail Advisors's portfolio in Q1 2026, its #170 holding.
  • Summit Trail Advisors first reported a position in Intuit in Q4 2017 and has held it in 20 quarters since.
  • Summit Trail Advisors's Intuit position peaked at $6.58M in Q3 2025.
  • 2,004 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.