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Evelyn Partners Investment Management’s Intuit INTU Stock Holding History

Evelyn Partners Investment 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 		$16.4M Buy
37,843
+12,237
+48% +$5.84M 0.44% 47
2025
Q4 		$17M Buy
25,606
+1,285
+5% +$849K 0.47% 47
2025
Q3 		$16.6M Buy
24,321
+1,628
+7% +$1.17M 0.47% 46
2025
Q2 		$17.9M Buy
22,693
+2,998
+15% +$2.03M 0.55% 46
2025
Q1 		$12.1M Buy
19,695
+2,582
+15% +$1.55M 0.4% 52
2024
Q4 		$10.8M Buy
+17,113
New +$10.9M 0.35% 51

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 Investment Management's INTU Position: Q1 2026 in Review

Evelyn Partners Investment Management increased its Intuit (INTU) stake by 48% in Q1 2026, buying an estimated $5.84M and bringing the position to 37,843 shares worth $16.4M. The position accounts for 0.44% of the portfolio, ranked #47.

Evelyn Partners Investment Management first reported a position in INTU in Q4 2024 and has held it in 6 quarters since. The position peaked at $17.9M in Q2 2025. 2,004 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Evelyn Partners Investment Management held 37,843 shares of Intuit worth $16.4M as of Q1 2026.
  • Evelyn Partners Investment Management bought 12,237 Intuit shares in Q1 2026, an estimated $5.84M.
  • Intuit made up 0.44% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #47 holding.
  • Evelyn Partners Investment Management first reported a position in Intuit in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management's Intuit position peaked at $17.9M in Q2 2025.
  • 2,004 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

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