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 Q2	–	Sell	-484	Closed	-$209K	–	126
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Synergy Financial Group's INTU Position: Q2 2026 in Review

Synergy Financial Group sold out of Intuit (INTU) in Q2 2026, closing a stake of 484 shares — an estimated $209K sold.

Synergy Financial Group first reported a position in INTU in Q4 2021 and held it in 18 quarters. The position peaked at $408K in Q4 2021. 1,753 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Synergy Financial Group reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
Synergy Financial Group sold 484 Intuit shares in Q2 2026, an estimated $209K.
Synergy Financial Group first reported a position in Intuit in Q4 2021 and held it in 18 quarters.
Synergy Financial Group's Intuit position peaked at $408K in Q4 2021.
1,753 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Synergy Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.