Omega Financial Group’s Intuit INTU Stock Holding History

Omega Financial 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	–	Sell	-430	Closed	-$285K	–	108
2025 Q4	$285K	Buy	430 +8	+2%	+$5.29K	0.09%	86
2025 Q3	$288K	Buy	+422	New	+$304K	0.1%	87

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

Omega Financial Group's INTU Position: Q1 2026 in Review

Omega Financial Group sold out of Intuit (INTU) in Q1 2026, closing a stake of 430 shares — an estimated $285K sold.

Omega Financial Group first reported a position in INTU in Q3 2025 and held it in 2 quarters. The position peaked at $288K in Q3 2025. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

Omega Financial Group reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
Omega Financial Group sold 430 Intuit shares in Q1 2026, an estimated $285K.
Omega Financial Group first reported a position in Intuit in Q3 2025 and held it in 2 quarters.
Omega Financial Group's Intuit position peaked at $288K in Q3 2025.
2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Omega Financial Group's 13F filing for Q1 2026, filed 12 May 2026.