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OneAscent Financial Services’s Intuit INTU Stock Holding History

OneAscent Financial 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 		$300K Sell
695
-50
-7% -$23.9K 0.02% 457
2025
Q4 		$494K Buy
745
+124
+20% +$81.9K 0.05% 257
2025
Q3 		$424K Sell
621
-263
-30% -$190K 0.05% 254
2025
Q2 		$692K Sell
884
-58
-6% -$39.3K 0.05% 251
2025
Q1 		$578K Buy
942
+469
+99% +$282K 0.04% 312
2024
Q4 		$297K Sell
473
-247
-34% -$158K 0.03% 364
2024
Q3 		$447K Buy
+720
New +$460K 0.32% 79
2024
Q2 		– Sell
-416
Closed -$270K – 302
2024
Q1 		$270K Buy
416
+16
+4% +$10.2K 0.03% 308
2023
Q4 		$250K Buy
+400
New +$221K 0.03% 299
2022
Q1 		– Sell
-462
Closed -$297K – 171
2021
Q4 		$297K Buy
+462
New +$285K 0.57% 80
2021
Q1 		– Sell
-1,454
Closed -$552K – 153
2020
Q4 		$552K Sell
1,454
-1,315
-47% -$462K 0.59% 22
2020
Q3 		$903K Buy
2,769
+1,169
+73% +$366K 0.47% 27
2020
Q2 		$474K Buy
1,600
+108
+7% +$29.6K 0.32% 59
2020
Q1 		$343K Sell
1,492
-187
-11% -$50.6K 0.26% 65
2019
Q4 		$440K Buy
+1,679
New +$439K 0.24% 66
2019
Q3 		– Sell
-2,796
Closed -$731K – 98
2019
Q2 		$731K Buy
+2,796
New +$711K 0.5% 25

Other funds holding INTU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

OneAscent Financial Services's INTU Position: Q1 2026 in Review

OneAscent Financial Services reduced its Intuit (INTU) stake by 6.7% in Q1 2026, selling an estimated $23.9K and leaving 695 shares worth $300K. The position accounts for 0.02% of the portfolio, ranked #457.

OneAscent Financial Services first reported a position in INTU in Q2 2019 and has held it in 16 quarters since. The position peaked at $903K in Q3 2020. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • OneAscent Financial Services held 695 shares of Intuit worth $300K as of Q1 2026.
  • OneAscent Financial Services sold 50 Intuit shares in Q1 2026, an estimated $23.9K.
  • Intuit made up 0.02% of OneAscent Financial Services's portfolio in Q1 2026, its #457 holding.
  • OneAscent Financial Services first reported a position in Intuit in Q2 2019 and has held it in 16 quarters since.
  • OneAscent Financial Services's Intuit position peaked at $903K in Q3 2020.
  • 2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

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