Okabena Investment Services’s Intuit INTU Stock Holding History

Okabena Investment Services’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	$389K	Sell	900 -937	-51%	-$447K	0.08%	129
2025 Q4	$1.22M	Hold	1,837	–	–	0.23%	69
2025 Q3	$1.25M	Sell	1,837 -965	-34%	-$696K	0.24%	72
2025 Q2	$2.21M	Buy	2,802 +100	+4%	+$67.7K	0.49%	40
2025 Q1	$1.66M	Buy	2,702 +837	+45%	+$503K	0.42%	47
2024 Q4	$1.17M	Sell	1,865 -700	-27%	-$447K	0.33%	58
2024 Q3	$1.59M	Buy	2,565 +74	+3%	+$47.2K	0.45%	44
2024 Q2	$1.64M	Buy	2,491 +626	+34%	+$388K	0.52%	42
2024 Q1	$1.21M	Hold	1,865	–	–	0.4%	61
2023 Q4	$1.17M	Buy	+1,865	New	+$1.03M	0.45%	58
2023 Q3	–	Sell	-41	Closed	-$18.8K	–	119
2023 Q2	$18.8K	Buy	+41	New	+$18K	0.01%	96
2023 Q1	–	Sell	-900	Closed	-$350K	–	222
2022 Q4	$350K	Sell	900 -933	-51%	-$370K	0.23%	77
2022 Q3	$710K	Buy	1,833 +900	+96%	+$389K	0.34%	73
2022 Q2	$360K	Hold	933	–	–	0.19%	74
2022 Q1	$449K	Hold	933	–	–	0.19%	80
2021 Q4	$600K	Hold	933	–	–	0.23%	74
2021 Q3	$503K	Hold	933	–	–	0.26%	61
2021 Q2	$457K	Buy	+933	New	+$405K	0.22%	60

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

Okabena Investment Services's INTU Position: Q1 2026 in Review

Okabena Investment Services reduced its Intuit (INTU) stake by 51% in Q1 2026, selling an estimated $447K and leaving 900 shares worth $389K. The position accounts for 0.08% of the portfolio, ranked #129.

Okabena Investment Services first reported a position in INTU in Q2 2021 and has held it in 18 quarters since. The position peaked at $2.21M in Q2 2025. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

Okabena Investment Services held 900 shares of Intuit worth $389K as of Q1 2026.
Okabena Investment Services sold 937 Intuit shares in Q1 2026, an estimated $447K.
Intuit made up 0.08% of Okabena Investment Services's portfolio in Q1 2026, its #129 holding.
Okabena Investment Services first reported a position in Intuit in Q2 2021 and has held it in 18 quarters since.
Okabena Investment Services's Intuit position peaked at $2.21M in Q2 2025.
2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Okabena Investment Services's 13F filing for Q1 2026, filed 15 May 2026.