Summit Wealth Group’s Intuit INTU Stock Holding History

Summit Wealth 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
2023 Q2	–	Sell	-83,370	Closed	–	–	169
2023 Q1	$0	Buy	+83,370	New	+$34.2M	﹤0.01%	206

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Summit Wealth Group's INTU Position: Q2 2023 in Review

Summit Wealth Group sold out of Intuit (INTU) in Q2 2023, closing a stake of 83,370 shares.

Summit Wealth Group first reported a position in INTU in Q1 2023 and held it in 1 quarter. The position peaked at $0 in Q1 2023. 1,667 funds tracked by Wall St. Rank hold INTU as of Q2 2023.

Summit Wealth Group reported no remaining Intuit position as of Q2 2023 after selling out during the quarter.
Summit Wealth Group sold 83,370 Intuit shares in Q2 2023.
Summit Wealth Group first reported a position in Intuit in Q1 2023 and held it in 1 quarter.
Summit Wealth Group's Intuit position peaked at $0 in Q1 2023.
1,667 funds tracked by Wall St. Rank held Intuit as of Q2 2023.

Based on Summit Wealth Group's 13F filing for Q2 2023, filed 26 Jul 2023.