Seven Mile Advisory’s Intuit INTU Stock Holding History

Seven Mile Advisory’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	$224K	Sell	518 -144	-22%	-$68.7K	0.16%	149
2025 Q4	$439K	Sell	662 -424	-39%	-$280K	0.08%	126
2025 Q3	$742K	Buy	1,086 +153	+16%	+$110K	0.12%	93
2025 Q2	$735K	Buy	933 +14	+2%	+$9.47K	0.44%	33
2025 Q1	$564K	Sell	919 -54	-6%	-$32.4K	0.38%	50
2024 Q4	$612K	Sell	973 -90	-8%	-$57.5K	0.39%	46
2024 Q3	$660K	Buy	1,063 +96	+10%	+$61.3K	0.44%	40
2024 Q2	$636K	Buy	967 +46	+5%	+$28.5K	0.47%	41
2024 Q1	$599K	Buy	921 +15	+2%	+$9.57K	0.45%	44
2023 Q4	$566K	Buy	906 +36	+4%	+$19.9K	0.49%	44
2023 Q3	$445K	Buy	870 +63	+8%	+$31.9K	0.47%	52
2023 Q2	$370K	Buy	+807	New	+$353K	0.43%	56

Other funds holding INTU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Seven Mile Advisory's INTU Position: Q1 2026 in Review

Seven Mile Advisory reduced its Intuit (INTU) stake by 22% in Q1 2026, selling an estimated $68.7K and leaving 518 shares worth $224K. The position accounts for 0.16% of the portfolio, ranked #149.

Seven Mile Advisory first reported a position in INTU in Q2 2023 and has held it in 12 quarters since. The position peaked at $742K in Q3 2025. 2,004 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

Seven Mile Advisory held 518 shares of Intuit worth $224K as of Q1 2026.
Seven Mile Advisory sold 144 Intuit shares in Q1 2026, an estimated $68.7K.
Intuit made up 0.16% of Seven Mile Advisory's portfolio in Q1 2026, its #149 holding.
Seven Mile Advisory first reported a position in Intuit in Q2 2023 and has held it in 12 quarters since.
Seven Mile Advisory's Intuit position peaked at $742K in Q3 2025.
2,004 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Seven Mile Advisory's 13F filing for Q1 2026, filed 14 Apr 2026.