Milestone Asset Management’s Intuit INTU Stock Holding History

Milestone 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
2025 Q3	–	Sell	-5,255	Closed	-$4.14M	–	235
2025 Q2	$4.14M	Buy	+5,255	New	+$3.56M	0.87%	26

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

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Milestone Asset Management's INTU Position: Q3 2025 in Review

Milestone Asset Management sold out of Intuit (INTU) in Q3 2025, closing a stake of 5,255 shares — an estimated $4.14M sold.

Milestone Asset Management first reported a position in INTU in Q2 2025 and held it in 1 quarter. The position peaked at $4.14M in Q2 2025. 2,192 funds tracked by Wall St. Rank hold INTU as of Q3 2025.

Milestone Asset Management reported no remaining Intuit position as of Q3 2025 after selling out during the quarter.
Milestone Asset Management sold 5,255 Intuit shares in Q3 2025, an estimated $4.14M.
Milestone Asset Management first reported a position in Intuit in Q2 2025 and held it in 1 quarter.
Milestone Asset Management's Intuit position peaked at $4.14M in Q2 2025.
2,192 funds tracked by Wall St. Rank held Intuit as of Q3 2025.

Based on Milestone Asset Management's 13F filing for Q3 2025, filed 15 Oct 2025.