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SummitTX Capital’s Intuit INTU Stock Holding History

SummitTX Capital’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 		$6.42M Buy
+14,843
New +$7.08M 0.2% 129
2025
Q4 		– Sell
-1,775
Closed -$1.21M – 829
2025
Q3 		$1.21M Buy
+1,775
New +$1.28M 0.05% 346
2025
Q2 		– Sell
-1,981
Closed -$1.22M – 878
2025
Q1 		$1.22M Buy
+1,981
New +$1.19M 0.05% 354

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

SummitTX Capital's INTU Position: Q1 2026 in Review

SummitTX Capital opened a new position in Intuit (INTU) in Q1 2026: 14,843 shares worth $6.42M. The stake represents 0.2% of the portfolio and ranks #129 among its holdings. This is a return to the name: SummitTX Capital previously reported a position in INTU as recently as Q3 2025.

SummitTX Capital first reported a position in INTU in Q1 2025 and has held it in 3 quarters since. 2,004 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • SummitTX Capital held 14,843 shares of Intuit worth $6.42M as of Q1 2026.
  • Intuit was a new SummitTX Capital position in Q1 2026.
  • Intuit made up 0.2% of SummitTX Capital's portfolio in Q1 2026, its #129 holding.
  • SummitTX Capital first reported a position in Intuit in Q1 2025 and has held it in 3 quarters since.
  • 2,004 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on SummitTX Capital's 13F filing for Q1 2026, filed 15 May 2026.