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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
Q2 		– Sell
-695
Closed -$300K – 627
2026
Q1 		$300K Sell
695
-50
-7% -$23.9K 0.02% 457
2025
Q4 		$494K Sell
745
-343
-32% -$227K 0.05% 257
2025
Q3 		$743K Buy
1,088
+204
+23% +$147K 0.05% 234
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

OneAscent Financial Services's INTU Position: Q2 2026 in Review

OneAscent Financial Services sold out of Intuit (INTU) in Q2 2026, closing a stake of 695 shares — an estimated $300K sold.

OneAscent Financial Services first reported a position in INTU in Q2 2019 and held it in 16 quarters. The position peaked at $903K in Q3 2020. 1,749 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • OneAscent Financial Services reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
  • OneAscent Financial Services sold 695 Intuit shares in Q2 2026, an estimated $300K.
  • OneAscent Financial Services first reported a position in Intuit in Q2 2019 and held it in 16 quarters.
  • OneAscent Financial Services's Intuit position peaked at $903K in Q3 2020.
  • 1,749 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on OneAscent Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.