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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
Q2 		$948K Buy
3,633
+133
+4% +$46.3K 0.03% 408
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ascent Group's INTU Position: Q2 2026 in Review

Ascent Group increased its Intuit (INTU) stake by 3.8% in Q2 2026, buying an estimated $46.3K and bringing the position to 3,633 shares worth $948K. The position accounts for 0.03% of the portfolio, ranked #408.

Ascent Group first reported a position in INTU in Q2 2022 and has held it in 16 quarters since. The position peaked at $3.16M in Q2 2024. 1,747 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Ascent Group held 3,633 shares of Intuit worth $948K as of Q2 2026.
  • Ascent Group bought 133 Intuit shares in Q2 2026, an estimated $46.3K.
  • Intuit made up 0.03% of Ascent Group's portfolio in Q2 2026, its #408 holding.
  • Ascent Group first reported a position in Intuit in Q2 2022 and has held it in 16 quarters since.
  • Ascent Group's Intuit position peaked at $3.16M in Q2 2024.
  • 1,747 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Ascent Group's 13F filing for Q2 2026, filed 3 Aug 2026.