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SYM Financial Corp’s Intuit INTU Stock Holding History

SYM Financial Corp’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 		$307K Buy
1,178
+89
+8% +$31K 0.02% 253
2026
Q1 		$471K Buy
1,089
+57
+6% +$27.2K 0.05% 138
2025
Q4 		$684K Sell
1,032
-234
-18% -$155K 0.07% 84
2025
Q3 		$865K Sell
1,266
-515
-29% -$371K 0.09% 63
2025
Q2 		$1.4M Sell
1,781
-22
-1% -$14.9K 0.16% 38
2025
Q1 		$1.11M Buy
1,803
+86
+5% +$51.6K 0.14% 47
2024
Q4 		$1.08M Buy
+1,717
New +$1.1M 0.14% 44

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

SYM Financial Corp's INTU Position: Q2 2026 in Review

SYM Financial Corp increased its Intuit (INTU) stake by 8.2% in Q2 2026, buying an estimated $31K and bringing the position to 1,178 shares worth $307K. The position accounts for 0.02% of the portfolio, ranked #253.

SYM Financial Corp first reported a position in INTU in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.4M in Q2 2025. 1,749 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • SYM Financial Corp held 1,178 shares of Intuit worth $307K as of Q2 2026.
  • SYM Financial Corp bought 89 Intuit shares in Q2 2026, an estimated $31K.
  • Intuit made up 0.02% of SYM Financial Corp's portfolio in Q2 2026, its #253 holding.
  • SYM Financial Corp first reported a position in Intuit in Q4 2024 and has held it in 7 quarters since.
  • SYM Financial Corp's Intuit position peaked at $1.4M in Q2 2025.
  • 1,749 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.