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Morningstar Investment Management’s Intuit INTU Stock Holding History

Morningstar 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 		– Sell
-1,019
Closed -$675K – 345
2025
Q4 		$675K Sell
1,019
-12,389
-92% -$8.19M 0.04% 250
2025
Q3 		$9.16M Buy
13,408
+12,814
+2,157% +$9.24M 0.34% 69
2025
Q2 		$468K Buy
+594
New +$402K 0.04% 120
2025
Q1 		– Sell
-619
Closed -$389K – 145
2024
Q4 		$389K Hold
619
– – 0.03% 140
2024
Q3 		$382K Buy
+619
New +$395K 0.04% 151

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

Morningstar Investment Management's INTU Position: Q1 2026 in Review

Morningstar Investment Management sold out of Intuit (INTU) in Q1 2026, closing a stake of 1,019 shares — an estimated $675K sold.

Morningstar Investment Management first reported a position in INTU in Q3 2024 and held it in 5 quarters. The position peaked at $9.16M in Q3 2025. 2,004 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Morningstar Investment Management reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
  • Morningstar Investment Management sold 1,019 Intuit shares in Q1 2026, an estimated $675K.
  • Morningstar Investment Management first reported a position in Intuit in Q3 2024 and held it in 5 quarters.
  • Morningstar Investment Management's Intuit position peaked at $9.16M in Q3 2025.
  • 2,004 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Morningstar Investment Management's 13F filing for Q1 2026, filed 14 May 2026.