Syverson Strege & Co’s Intuit INTU Stock Holding History

Syverson Strege & Co’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	–	Sell	-384	Closed	-$254K	–	175
2025 Q4	$254K	Sell	384 -49	-11%	-$32.4K	0.06%	134
2025 Q3	$296K	Sell	433 -10	-2%	-$7.21K	0.07%	117
2025 Q2	$349K	Buy	+443	New	+$300K	0.08%	98
2023 Q2	–	Sell	-25	Closed	-$11.1K	–	331
2023 Q1	$11.1K	Buy	+25	New	+$10.3K	﹤0.01%	242
2021 Q4	–	Sell	-41	Closed	-$22K	–	387
2021 Q3	$22K	Buy	+41	New	+$22.1K	0.02%	187

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

Syverson Strege & Co's INTU Position: Q1 2026 in Review

Syverson Strege & Co sold out of Intuit (INTU) in Q1 2026, closing a stake of 384 shares — an estimated $254K sold.

Syverson Strege & Co first reported a position in INTU in Q3 2021 and held it in 5 quarters. The position peaked at $349K in Q2 2025. 2,004 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

Syverson Strege & Co reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
Syverson Strege & Co sold 384 Intuit shares in Q1 2026, an estimated $254K.
Syverson Strege & Co first reported a position in Intuit in Q3 2021 and held it in 5 quarters.
Syverson Strege & Co's Intuit position peaked at $349K in Q2 2025.
2,004 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Syverson Strege & Co's 13F filing for Q1 2026, filed 4 May 2026.