Summit Wealth Group (Colorado)’s Intuit INTU Stock Holding History

Summit Wealth Group (Colorado)’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
2025 Q4	–	Sell	-2,002	Closed	-$958K	–	351
2025 Q3	$958K	Buy	+2,002	New	+$1.44M	0.15%	99

Other funds holding INTU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Summit Wealth Group (Colorado)'s INTU Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Intuit (INTU) in Q4 2025, closing a stake of 2,002 shares — an estimated $958K sold.

Summit Wealth Group (Colorado) first reported a position in INTU in Q3 2025 and held it in 1 quarter. The position peaked at $958K in Q3 2025. 2,259 funds tracked by Wall St. Rank hold INTU as of Q4 2025.

Summit Wealth Group (Colorado) reported no remaining Intuit position as of Q4 2025 after selling out during the quarter.
Summit Wealth Group (Colorado) sold 2,002 Intuit shares in Q4 2025, an estimated $958K.
Summit Wealth Group (Colorado) first reported a position in Intuit in Q3 2025 and held it in 1 quarter.
Summit Wealth Group (Colorado)'s Intuit position peaked at $958K in Q3 2025.
2,259 funds tracked by Wall St. Rank held Intuit as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.