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Summitry LLC’s Intuit INTU Stock Holding History

Summitry LLC’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 		$309K Buy
1,182
+433
+58% +$151K 0.01% 239
2026
Q1 		$324K Sell
749
-130
-15% -$62K 0.01% 197
2025
Q4 		$582K Buy
879
+19
+2% +$12.6K 0.02% 105
2025
Q3 		$587K Sell
860
-45
-5% -$32.4K 0.02% 95
2025
Q2 		$713K Buy
+905
New +$612K 0.03% 70

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 $3.37T AUM 44.26% 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

Summitry LLC's INTU Position: Q2 2026 in Review

Summitry LLC increased its Intuit (INTU) stake by 58% in Q2 2026, buying an estimated $151K and bringing the position to 1,182 shares worth $309K. The position accounts for 0.01% of the portfolio, ranked #239.

Summitry LLC first reported a position in INTU in Q2 2025 and has held it in 5 quarters since. The position peaked at $713K in Q2 2025. 1,743 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Summitry LLC held 1,182 shares of Intuit worth $309K as of Q2 2026.
  • Summitry LLC bought 433 Intuit shares in Q2 2026, an estimated $151K.
  • Intuit made up 0.01% of Summitry LLC's portfolio in Q2 2026, its #239 holding.
  • Summitry LLC first reported a position in Intuit in Q2 2025 and has held it in 5 quarters since.
  • Summitry LLC's Intuit position peaked at $713K in Q2 2025.
  • 1,743 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Summitry LLC's 13F filing for Q2 2026, filed 21 Jul 2026.