Milford Funds’s Intuit INTU Stock Holding History

Milford Funds’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 Q2	$52.9M	Sell	202,506 -177,972	-47%	-$62M	0.86%	41
2026 Q1	$165M	Buy	380,478 +211,051	+125%	+$101M	3.45%	8
2025 Q4	$112M	Buy	+169,427	New	+$112M	2.2%	14

Other funds holding INTU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Milford Funds's INTU Position: Q2 2026 in Review

Milford Funds reduced its Intuit (INTU) stake by 47% in Q2 2026, selling an estimated $62M and leaving 202,506 shares worth $52.9M. The position accounts for 0.86% of the portfolio, ranked #41.

Milford Funds first reported a position in INTU in Q4 2025 and has held it in 3 quarters since. The position peaked at $165M in Q1 2026. 1,741 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Milford Funds held 202,506 shares of Intuit worth $52.9M as of Q2 2026.
Milford Funds sold 177,972 Intuit shares in Q2 2026, an estimated $62M.
Intuit made up 0.86% of Milford Funds's portfolio in Q2 2026, its #41 holding.
Milford Funds first reported a position in Intuit in Q4 2025 and has held it in 3 quarters since.
Milford Funds's Intuit position peaked at $165M in Q1 2026.
1,741 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Milford Funds's 13F filing for Q2 2026, filed 30 Jul 2026.