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Milestones Private Investment Advisors’s Intuit INTU Stock Holding History

Milestones Private Investment 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
2026
Q1 		– Sell
-1,753
Closed -$1.16M – 97
2025
Q4 		$1.16M Buy
1,753
+3
+0.2% +$1.98K 0.8% 39
2025
Q3 		$1.2M Buy
1,750
+2
+0.1% +$1.44K 0.82% 39
2025
Q2 		$1.38M Buy
+1,748
New +$1.18M 1.02% 32

Other funds holding INTU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Milestones Private Investment Advisors's INTU Position: Q1 2026 in Review

Milestones Private Investment Advisors sold out of Intuit (INTU) in Q1 2026, closing a stake of 1,753 shares — an estimated $1.16M sold.

Milestones Private Investment Advisors first reported a position in INTU in Q2 2025 and held it in 3 quarters. The position peaked at $1.38M in Q2 2025. 2,012 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Milestones Private Investment Advisors reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
  • Milestones Private Investment Advisors sold 1,753 Intuit shares in Q1 2026, an estimated $1.16M.
  • Milestones Private Investment Advisors first reported a position in Intuit in Q2 2025 and held it in 3 quarters.
  • Milestones Private Investment Advisors's Intuit position peaked at $1.38M in Q2 2025.
  • 2,012 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Milestones Private Investment Advisors's 13F filing for Q1 2026, filed 4 May 2026.