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Evelyn Partners Asset Management’s Intuit INTU Stock Holding History

Evelyn Partners Asset 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
Q1 		$6.62M Buy
15,302
+2,979
+24% +$1.42M 1.63% 25
2025
Q4 		$8.16M Sell
12,323
-2,216
-15% -$1.46M 1.92% 18
2025
Q3 		$9.93M Buy
14,539
+695
+5% +$501K 2.24% 13
2025
Q2 		$10.9M Sell
13,844
-535
-4% -$362K 2.76% 10
2025
Q1 		$8.83M Sell
14,379
-1,382
-9% -$830K 2.46% 12
2024
Q4 		$9.91M Buy
+15,761
New +$10.1M 2.67% 13

Other funds holding INTU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Evelyn Partners Asset Management's INTU Position: Q1 2026 in Review

Evelyn Partners Asset Management increased its Intuit (INTU) stake by 24% in Q1 2026, buying an estimated $1.42M and bringing the position to 15,302 shares worth $6.62M. The position accounts for 1.63% of the portfolio, ranked #25.

Evelyn Partners Asset Management first reported a position in INTU in Q4 2024 and has held it in 6 quarters since. The position peaked at $10.9M in Q2 2025. 2,004 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Evelyn Partners Asset Management held 15,302 shares of Intuit worth $6.62M as of Q1 2026.
  • Evelyn Partners Asset Management bought 2,979 Intuit shares in Q1 2026, an estimated $1.42M.
  • Intuit made up 1.63% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #25 holding.
  • Evelyn Partners Asset Management first reported a position in Intuit in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Asset Management's Intuit position peaked at $10.9M in Q2 2025.
  • 2,004 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.