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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
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 $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

SYM Financial Corp's INTU Position: Q1 2026 in Review

SYM Financial Corp increased its Intuit (INTU) stake by 5.5% in Q1 2026, buying an estimated $27.2K and bringing the position to 1,089 shares worth $471K. The position accounts for 0.05% of the portfolio, ranked #138.

SYM Financial Corp first reported a position in INTU in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.4M in Q2 2025. 2,003 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • SYM Financial Corp held 1,089 shares of Intuit worth $471K as of Q1 2026.
  • SYM Financial Corp bought 57 Intuit shares in Q1 2026, an estimated $27.2K.
  • Intuit made up 0.05% of SYM Financial Corp's portfolio in Q1 2026, its #138 holding.
  • SYM Financial Corp first reported a position in Intuit in Q4 2024 and has held it in 6 quarters since.
  • SYM Financial Corp's Intuit position peaked at $1.4M in Q2 2025.
  • 2,003 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.