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Ascent Group’s Intuit INTU Stock Holding History

Ascent Group’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 		$1.51M Sell
3,500
-537
-13% -$256K 0.05% 294
2025
Q4 		$2.67M Buy
4,037
+860
+27% +$568K 0.09% 206
2025
Q3 		$2.17M Buy
3,177
+1,044
+49% +$753K 0.08% 229
2025
Q2 		$1.68M Buy
2,133
+531
+33% +$359K 0.07% 245
2025
Q1 		$984K Buy
1,602
+460
+40% +$276K 0.04% 328
2024
Q4 		$718K Sell
1,142
-88
-7% -$56.2K 0.05% 317
2024
Q3 		$764K Sell
1,230
-3,573
-74% -$2.28M 0.06% 319
2024
Q2 		$3.16M Buy
4,803
+307
+7% +$190K 0.26% 100
2024
Q1 		$2.92M Buy
4,496
+1,534
+52% +$979K 0.26% 105
2023
Q4 		$1.95M Buy
2,962
+94
+3% +$51.9K 0.18% 154
2023
Q3 		$1.48M Buy
2,868
+2,406
+521% +$1.22M 0.16% 180
2023
Q2 		$231K Sell
462
-26
-5% -$11.4K 0.03% 416
2023
Q1 		$218K Buy
+488
New +$200K 0.02% 451
2022
Q4 		– Sell
-477
Closed -$204K – 469
2022
Q3 		$204K Buy
477
+10
+2% +$4.32K 0.02% 447
2022
Q2 		$213K Buy
+467
New +$193K 0.03% 450

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

Ascent Group's INTU Position: Q1 2026 in Review

Ascent Group reduced its Intuit (INTU) stake by 13% in Q1 2026, selling an estimated $256K and leaving 3,500 shares worth $1.51M. The position accounts for 0.05% of the portfolio, ranked #294.

Ascent Group first reported a position in INTU in Q2 2022 and has held it in 15 quarters since. The position peaked at $3.16M in Q2 2024. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Ascent Group held 3,500 shares of Intuit worth $1.51M as of Q1 2026.
  • Ascent Group sold 537 Intuit shares in Q1 2026, an estimated $256K.
  • Intuit made up 0.05% of Ascent Group's portfolio in Q1 2026, its #294 holding.
  • Ascent Group first reported a position in Intuit in Q2 2022 and has held it in 15 quarters since.
  • Ascent Group's Intuit position peaked at $3.16M in Q2 2024.
  • 2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Ascent Group's 13F filing for Q1 2026, filed 15 May 2026.