Ellsworth Advisors’s Intuit INTU Stock Holding History

Ellsworth Advisors’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
2025 Q1	–	Sell	-9,078	Closed	-$5.71M	–	191
2024 Q4	$5.71M	Sell	9,078 -134	-1%	-$85.6K	1.5%	19
2024 Q3	$5.72M	Sell	9,212 -456	-5%	-$291K	1.48%	21
2024 Q2	$6.35M	Buy	9,668 +128	+1%	+$79.4K	1.77%	8
2024 Q1	$5.93M	Sell	9,540 -12	-0.1%	-$7.66K	1.7%	9
2023 Q4	$5.97M	Buy	9,552 +150	+2%	+$82.7K	1.89%	8
2023 Q3	$4.9M	Buy	9,402 +220	+2%	+$111K	1.74%	9
2023 Q2	$4.21M	Buy	9,182 +57	+0.6%	+$25K	1.45%	19
2023 Q1	$4.07M	Buy	+9,125	New	+$3.75M	1.43%	25

Other funds holding INTU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Ellsworth Advisors's INTU Position: Q1 2025 in Review

Ellsworth Advisors sold out of Intuit (INTU) in Q1 2025, closing a stake of 9,078 shares — an estimated $5.71M sold.

Ellsworth Advisors first reported a position in INTU in Q1 2023 and held it in 8 quarters. The position peaked at $6.35M in Q2 2024. 2,028 funds tracked by Wall St. Rank hold INTU as of Q1 2025.

Ellsworth Advisors reported no remaining Intuit position as of Q1 2025 after selling out during the quarter.
Ellsworth Advisors sold 9,078 Intuit shares in Q1 2025, an estimated $5.71M.
Ellsworth Advisors first reported a position in Intuit in Q1 2023 and held it in 8 quarters.
Ellsworth Advisors's Intuit position peaked at $6.35M in Q2 2024.
2,028 funds tracked by Wall St. Rank held Intuit as of Q1 2025.

Based on Ellsworth Advisors's 13F filing for Q1 2025, filed 28 May 2025.