Oliver Luxxe Assets’s Intuit INTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-450
Closed -$298K 210
2025
Q4
$298K Sell
450
-191
-30% -$126K 0.05% 177
2025
Q3
$438K Buy
641
+46
+8% +$33.2K 0.07% 162
2025
Q2
$469K Sell
595
-110
-16% -$74.4K 0.08% 152
2025
Q1
$433K Sell
705
-1,430
-67% -$859K 0.08% 159
2024
Q4
$1.33M Buy
2,135
+1,035
+94% +$661K 0.12% 160
2024
Q3
$683K Sell
1,100
-131
-11% -$83.6K 0.12% 146
2024
Q2
$809K Sell
1,231
-71
-5% -$44K 0.17% 124
2024
Q1
$846K Sell
1,302
-173
-12% -$110K 0.18% 124
2023
Q4
$922K Sell
1,475
-50
-3% -$27.6K 0.22% 110
2023
Q3
$779K Hold
1,525
0.2% 112
2023
Q2
$699K Hold
1,525
0.17% 119
2023
Q1
$680K Sell
1,525
-100
-6% -$41.1K 0.18% 114
2022
Q4
$632K Buy
1,625
+25
+2% +$9.92K 0.18% 115
2022
Q3
$620K Buy
1,600
+13
+0.8% +$5.62K 0.19% 110
2022
Q2
$612K Buy
1,587
+37
+2% +$15.3K 0.18% 115
2022
Q1
$745K Hold
1,550
0.19% 114
2021
Q4
$997K Hold
1,550
0.25% 102
2021
Q3
$836K Sell
1,550
-50
-3% -$26.9K 0.23% 104
2021
Q2
$784K Sell
1,600
-150
-9% -$65K 0.22% 110
2021
Q1
$670K Sell
1,750
-150
-8% -$57.8K 0.2% 112
2020
Q4
$707K Sell
1,900
-150
-7% -$52.7K 0.22% 110
2020
Q3
$669K Hold
2,050
0.25% 103
2020
Q2
$607K Hold
2,050
0.32% 84
2020
Q1
$504K Hold
2,050
0.32% 82
2019
Q4
$537K Hold
2,050
0.28% 85
2019
Q3
$539K Hold
2,050
0.31% 82
2019
Q2
$556K Sell
2,050
-100
-5% -$25.4K 0.31% 85
2019
Q1
$562K Sell
2,150
-200
-9% -$46.2K 0.33% 80
2018
Q4
$463K Hold
2,350
0.31% 76
2018
Q3
$522K Sell
2,350
-123
-5% -$26.4K 0.3% 76
2018
Q2
$429K Hold
2,473
0.27% 65
2018
Q1
$429K Hold
2,473
0.26% 69
2017
Q4
$390K Hold
2,473
0.24% 62
2017
Q3
$352K Hold
2,473
0.22% 66
2017
Q2
$328K Sell
2,473
-181
-7% -$23.5K 0.21% 69
2017
Q1
$308K Buy
2,654
+181
+7% +$21.7K 0.21% 72
2016
Q4
$283K Buy
+2,473
New +$277K 0.2% 77

Other funds holding INTU

Oliver Luxxe Assets's INTU Position: Q1 2026 in Review

Oliver Luxxe Assets sold out of Intuit (INTU) in Q1 2026, closing a stake of 450 shares — an estimated $298K sold.

Oliver Luxxe Assets first reported a position in INTU in Q4 2016 and held it in 37 quarters. The position peaked at $1.33M in Q4 2024. 2,004 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Oliver Luxxe Assets reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
  • Oliver Luxxe Assets sold 450 Intuit shares in Q1 2026, an estimated $298K.
  • Oliver Luxxe Assets first reported a position in Intuit in Q4 2016 and held it in 37 quarters.
  • Oliver Luxxe Assets's Intuit position peaked at $1.33M in Q4 2024.
  • 2,004 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Oliver Luxxe Assets's 13F filing for Q1 2026, filed 8 Apr 2026.