SEC 13F Intelligence

Ellsworth Advisors, LLC / INTU

Ellsworth Advisors, LLC’s Intuit Position

Does Ellsworth Advisors, LLC own Intuit (INTU)? Not currently — the last reported position was 9.1K shares worth $6M in Q4 2024; the fund’s latest 13F (Q2 2026) no longer reports it.

Position Value
$6M
Q4 2024
Shares
9.1K
% of Portfolio
+1.50%
Quarters Held
8
position exited

Position History INTU

Reported value by quarter
Q1 ’23: $4MQ1 ’23Q2 ’23: $4MQ2 ’23Q3 ’23: $5MQ3 ’23Q4 ’23: $6MQ4 ’23Q1 ’24: $6MQ1 ’24Q2 ’24: $6MQ2 ’24Q3 ’24: $6MQ3 ’24Q4 ’24: $6MQ4 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q4 20249.1K$6M+1.50%
Q3 20249.2K$6M+1.48%
Q2 20249.7K$6M+1.77%
Q1 20249.5K$6M+1.70%
Q4 20239.6K$6M+1.89%
Q3 20239.4K$5M+1.74%
Q2 20239.2K$4M+1.45%
Q1 20239.1K$4M+1.43%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Ellsworth Advisors, LLC’s full portfolio or all institutional holders of INTU.