Morningstar Investment Management’s Intuit INTU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$468K	Buy	+594	New	+$468K	0.04%	120
2025 Q1	–	Sell	-619	Closed	-$389K	–	145
2024 Q4	$389K	Hold	619	–	–	0.03%	140
2024 Q3	$382K	Buy	+619	New	+$382K	0.04%	151