Synergy Investment Management’s Intuit INTU Stock Holding History

Synergy Investment Management’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	$12.8K	Buy	39 +31	+388%	+$10.8K	﹤0.01%	590
2026 Q1	$3.46K	Buy	+8	New	+$3.82K	﹤0.01%	629

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 $3.37T AUM 44.26% 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 Investment Management's INTU Position: Q2 2026 in Review

Synergy Investment Management increased its Intuit (INTU) stake by 388% in Q2 2026, buying an estimated $10.8K and bringing the position to 39 shares worth $12.8K. The position accounts for ﹤0.01% of the portfolio, ranked #590.

Synergy Investment Management first reported a position in INTU in Q1 2026 and has held it in 2 quarters since. 1,738 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Synergy Investment Management held 39 shares of Intuit worth $12.8K as of Q2 2026.
Synergy Investment Management bought 31 Intuit shares in Q2 2026, an estimated $10.8K.
Intuit made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #590 holding.
Synergy Investment Management first reported a position in Intuit in Q1 2026 and has held it in 2 quarters since.
1,738 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.