OneAscent Family Office’s Intuit INTU Stock Holding History

OneAscent Family Office’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	-364	Closed	-$241K	–	200
2025 Q4	$241K	Buy	+364	New	+$241K	0.16%	140
2025 Q3	–	Sell	-255	Closed	-$201K	–	160
2025 Q2	$201K	Buy	+255	New	+$173K	0.19%	139

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

OneAscent Family Office's INTU Position: Q1 2026 in Review

OneAscent Family Office sold out of Intuit (INTU) in Q1 2026, closing a stake of 364 shares — an estimated $241K sold.

OneAscent Family Office first reported a position in INTU in Q2 2025 and held it in 2 quarters. The position peaked at $241K in Q4 2025. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

OneAscent Family Office reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
OneAscent Family Office sold 364 Intuit shares in Q1 2026, an estimated $241K.
OneAscent Family Office first reported a position in Intuit in Q2 2025 and held it in 2 quarters.
OneAscent Family Office's Intuit position peaked at $241K in Q4 2025.
2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on OneAscent Family Office's 13F filing for Q1 2026, filed 21 Apr 2026.