Evelyn Partners Investment Management Services’s Intuit INTU Stock Holding History

Evelyn Partners Investment Management Services’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	$8.66M	Buy	20,031 +8,915	+80%	+$4.25M	1.02%	27
2025 Q4	$7.36M	Sell	11,116 -396	-3%	-$262K	0.92%	32
2025 Q3	$7.86M	Buy	11,512 +123	+1%	+$88.7K	1.06%	27
2025 Q2	$8.97M	Sell	11,389 -702	-6%	-$475K	1.35%	24
2025 Q1	$7.42M	Sell	12,091 -928	-7%	-$557K	1.22%	30
2024 Q4	$8.18M	Buy	+13,019	New	+$8.32M	1.43%	24

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

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

Evelyn Partners Investment Management Services increased its Intuit (INTU) stake by 80% in Q1 2026, buying an estimated $4.25M and bringing the position to 20,031 shares worth $8.66M. The position accounts for 1.02% of the portfolio, ranked #27.

Evelyn Partners Investment Management Services first reported a position in INTU in Q4 2024 and has held it in 6 quarters since. The position peaked at $8.97M in Q2 2025. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

Evelyn Partners Investment Management Services held 20,031 shares of Intuit worth $8.66M as of Q1 2026.
Evelyn Partners Investment Management Services bought 8,915 Intuit shares in Q1 2026, an estimated $4.25M.
Intuit made up 1.02% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #27 holding.
Evelyn Partners Investment Management Services first reported a position in Intuit in Q4 2024 and has held it in 6 quarters since.
Evelyn Partners Investment Management Services's Intuit position peaked at $8.97M in Q2 2025.
2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

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