Synergy Financial Group’s Intuit INTU Stock Holding History

Synergy Financial Group’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	$209K	Buy	484 +34	+8%	+$16.2K	0.16%	120
2025 Q4	$298K	Buy	450 +2	+0.4%	+$1.32K	0.21%	84
2025 Q3	$306K	Sell	448 -18	-4%	-$13K	0.21%	85
2025 Q2	$367K	Sell	466 -4	-0.9%	-$2.71K	0.27%	72
2025 Q1	$289K	Sell	470 -4	-0.8%	-$2.4K	0.26%	83
2024 Q4	$298K	Sell	474 -37	-7%	-$23.6K	0.25%	74
2024 Q3	$317K	Buy	511 +5	+1%	+$3.19K	0.3%	61
2024 Q2	$333K	Buy	506 +1	+0.2%	+$620	0.35%	55
2024 Q1	$328K	Buy	505 +4	+0.8%	+$2.55K	0.37%	58
2023 Q4	$313K	Buy	501 +6	+1%	+$3.31K	0.38%	59
2023 Q3	$253K	Hold	495	–	–	0.35%	64
2023 Q2	$227K	Hold	495	–	–	0.31%	73
2023 Q1	$221K	Sell	495 -63	-11%	-$25.9K	0.36%	72
2022 Q4	$217K	Sell	558 -38	-6%	-$15.1K	0.43%	66
2022 Q3	$231K	Hold	596	–	–	0.35%	76
2022 Q2	$230K	Sell	596 -42	-7%	-$17.4K	0.36%	73
2022 Q1	$307K	Buy	638 +3	+0.5%	+$1.54K	0.32%	71
2021 Q4	$408K	Buy	+635	New	+$392K	0.37%	66

Other funds holding INTU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Synergy Financial Group's INTU Position: Q1 2026 in Review

Synergy Financial Group increased its Intuit (INTU) stake by 7.6% in Q1 2026, buying an estimated $16.2K and bringing the position to 484 shares worth $209K. The position accounts for 0.16% of the portfolio, ranked #120.

Synergy Financial Group first reported a position in INTU in Q4 2021 and has held it in 18 quarters since. The position peaked at $408K in Q4 2021. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

Synergy Financial Group held 484 shares of Intuit worth $209K as of Q1 2026.
Synergy Financial Group bought 34 Intuit shares in Q1 2026, an estimated $16.2K.
Intuit made up 0.16% of Synergy Financial Group's portfolio in Q1 2026, its #120 holding.
Synergy Financial Group first reported a position in Intuit in Q4 2021 and has held it in 18 quarters since.
Synergy Financial Group's Intuit position peaked at $408K in Q4 2021.
2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Synergy Financial Group's 13F filing for Q1 2026, filed 15 May 2026.