Ellis Investment Partners’s Intuit INTU Stock Holding History

Ellis Investment Partners’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	$1.39M	Sell	3,208 -127	-4%	-$60.6K	0.24%	91
2025 Q4	$2.21M	Buy	3,335 +1	+0%	+$661	0.39%	55
2025 Q3	$2.28M	Sell	3,334 -1	-0%	-$721	0.41%	54
2025 Q2	$2.63M	Buy	3,335 +1	+0%	+$677	0.51%	45
2025 Q1	$2.05M	Hold	3,334	–	–	0.42%	52
2024 Q4	$2.1M	Hold	3,334	–	–	0.41%	58
2024 Q3	$2.07M	Hold	3,334	–	–	0.4%	57
2024 Q2	$2.19M	Buy	3,334 +26	+0.8%	+$16.1K	0.46%	54
2024 Q1	$2.15M	Hold	3,308	–	–	0.47%	56
2023 Q4	$2.07M	Hold	3,308	–	–	0.48%	53
2023 Q3	$1.69M	Hold	3,308	–	–	0.43%	58
2023 Q2	$1.52M	Hold	3,308	–	–	0.37%	66
2023 Q1	$1.47M	Hold	3,308	–	–	0.38%	67
2022 Q4	$1.29M	Hold	3,308	–	–	0.35%	69
2022 Q3	$1.28M	Hold	3,308	–	–	0.36%	66
2022 Q2	$1.27M	Hold	3,308	–	–	0.34%	65
2022 Q1	$1.59M	Hold	3,308	–	–	0.37%	57
2021 Q4	$2.13M	Hold	3,308	–	–	0.49%	45
2021 Q3	$1.78M	Hold	3,308	–	–	0.45%	47
2021 Q2	$1.62M	Hold	3,308	–	–	0.41%	53
2021 Q1	$1.27M	Sell	3,308 -18	-0.5%	-$6.93K	0.35%	61
2020 Q4	$1.26M	Sell	3,326 -66	-2%	-$23.2K	0.38%	54
2020 Q3	$1.11M	Hold	3,392	–	–	0.39%	53
2020 Q2	$1.03M	Hold	3,392	–	–	0.38%	53
2020 Q1	$739K	Hold	3,392	–	–	0.35%	55
2019 Q4	$902K	Hold	3,392	–	–	0.3%	61
2019 Q3	$896K	Hold	3,392	–	–	0.33%	62
2019 Q2	$896K	Sell	3,392 -58	-2%	-$14.7K	0.33%	62
2019 Q1	$916K	Hold	3,450	–	–	0.37%	64
2018 Q4	$679K	Buy	+3,450	New	+$718K	0.31%	73

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

Ellis Investment Partners's INTU Position: Q1 2026 in Review

Ellis Investment Partners reduced its Intuit (INTU) stake by 3.8% in Q1 2026, selling an estimated $60.6K and leaving 3,208 shares worth $1.39M. The position accounts for 0.24% of the portfolio, ranked #91.

Ellis Investment Partners first reported a position in INTU in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.63M in Q2 2025. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

Ellis Investment Partners held 3,208 shares of Intuit worth $1.39M as of Q1 2026.
Ellis Investment Partners sold 127 Intuit shares in Q1 2026, an estimated $60.6K.
Intuit made up 0.24% of Ellis Investment Partners's portfolio in Q1 2026, its #91 holding.
Ellis Investment Partners first reported a position in Intuit in Q4 2018 and has held it in 30 quarters since.
Ellis Investment Partners's Intuit position peaked at $2.63M in Q2 2025.
2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Ellis Investment Partners's 13F filing for Q1 2026, filed 12 May 2026.