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Symphony Financial’s Intuit INTU Stock Holding History

Symphony Financial’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 		$906K Buy
3,404
+1,038
+44% +$362K 0.1% 136
2026
Q1 		$1.01M Buy
2,366
+625
+36% +$298K 0.13% 114
2025
Q4 		$1.17M Sell
1,741
-634
-27% -$419K 0.16% 100
2025
Q3 		$1.63M Sell
2,375
-3,524
-60% -$2.54M 0.2% 98
2025
Q2 		$1.55M Buy
+5,899
New +$3.99M 0.2% 96
2025
Q1 		– Sell
-1,641
Closed -$1M – 152
2024
Q4 		$1M Sell
1,641
-1
-0.1% -$639 0.16% 103
2024
Q3 		$1.01M Buy
1,642
+42
+3% +$26.8K 0.17% 98
2024
Q2 		$1.04M Buy
1,600
+206
+15% +$128K 0.19% 89
2024
Q1 		$906K Sell
1,394
-232
-14% -$148K 0.21% 89
2023
Q4 		$981K Buy
1,626
+606
+59% +$334K 0.21% 84
2023
Q3 		$526K Sell
1,020
-317
-24% -$160K 0.13% 107
2023
Q2 		$609K Buy
1,337
+94
+8% +$41.2K 0.15% 113
2023
Q1 		$547K Sell
1,243
-199
-14% -$81.7K 0.14% 126
2022
Q4 		$567K Sell
1,442
-1,538
-52% -$610K 0.15% 123
2022
Q3 		$1.18M Sell
2,980
-27
-0.9% -$11.7K 0.39% 61
2022
Q2 		$1.17M Sell
3,007
-21
-0.7% -$8.7K 0.35% 65
2022
Q1 		$1.48M Buy
3,028
+674
+29% +$345K 0.35% 61
2021
Q4 		$1.49M Buy
2,354
+1,881
+398% +$1.16M 0.41% 52
2021
Q3 		$259K Sell
473
-249
-34% -$134K 0.09% 152
2021
Q2 		$354K Sell
722
-14
-2% -$6.07K 0.12% 126
2021
Q1 		$295K Sell
736
-1,181
-62% -$455K 0.08% 157
2020
Q4 		$713K Buy
1,917
+75
+4% +$26.3K 0.26% 66
2020
Q3 		$601K Buy
1,842
+6
+0.3% +$1.88K 0.25% 66
2020
Q2 		$544K Buy
+1,836
New +$504K 0.26% 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

Symphony Financial's INTU Position: Q2 2026 in Review

Symphony Financial increased its Intuit (INTU) stake by 44% in Q2 2026, buying an estimated $362K and bringing the position to 3,404 shares worth $906K. The position accounts for 0.1% of the portfolio, ranked #136.

Symphony Financial first reported a position in INTU in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.63M in Q3 2025. 1,743 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Symphony Financial held 3,404 shares of Intuit worth $906K as of Q2 2026.
  • Symphony Financial bought 1,038 Intuit shares in Q2 2026, an estimated $362K.
  • Intuit made up 0.1% of Symphony Financial's portfolio in Q2 2026, its #136 holding.
  • Symphony Financial first reported a position in Intuit in Q2 2020 and has held it in 24 quarters since.
  • Symphony Financial's Intuit position peaked at $1.63M in Q3 2025.
  • 1,743 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

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