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OneAscent Investment Solutions’s Intuit INTU Stock Holding History

OneAscent Investment Solutions’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 		$337K Buy
780
+155
+25% +$73.9K 0.34% 82
2025
Q4 		$414K Hold
625
– – 0.44% 63
2025
Q3 		$427K Buy
625
+202
+48% +$146K 0.45% 59
2025
Q2 		$333K Buy
+423
New +$286K 0.36% 80

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 Investment Solutions's INTU Position: Q1 2026 in Review

OneAscent Investment Solutions increased its Intuit (INTU) stake by 25% in Q1 2026, buying an estimated $73.9K and bringing the position to 780 shares worth $337K. The position accounts for 0.34% of the portfolio, ranked #82.

OneAscent Investment Solutions first reported a position in INTU in Q2 2025 and has held it in 4 quarters since. The position peaked at $427K in Q3 2025. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • OneAscent Investment Solutions held 780 shares of Intuit worth $337K as of Q1 2026.
  • OneAscent Investment Solutions bought 155 Intuit shares in Q1 2026, an estimated $73.9K.
  • Intuit made up 0.34% of OneAscent Investment Solutions's portfolio in Q1 2026, its #82 holding.
  • OneAscent Investment Solutions first reported a position in Intuit in Q2 2025 and has held it in 4 quarters since.
  • OneAscent Investment Solutions's Intuit position peaked at $427K in Q3 2025.
  • 2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on OneAscent Investment Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.