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OneAscent Wealth Management’s Intuit INTU Stock Holding History

OneAscent Wealth Management’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
-358
Closed -$237K – 166
2025
Q4 		$237K Sell
358
-5
-1% -$3.3K 0.08% 141
2025
Q3 		$248K Sell
363
-1
-0.3% -$721 0.08% 146
2025
Q2 		$287K Buy
+364
New +$246K 0.11% 120
2024
Q4 		– Sell
-389
Closed -$242K – 173
2024
Q3 		$242K Buy
+389
New +$248K 0.09% 155
2021
Q1 		– Sell
-3,192
Closed -$1.21M – 228
2020
Q4 		$1.21M Buy
+3,192
New +$1.12M 0.55% 22

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 Wealth Management's INTU Position: Q1 2026 in Review

OneAscent Wealth Management sold out of Intuit (INTU) in Q1 2026, closing a stake of 358 shares — an estimated $237K sold.

OneAscent Wealth Management first reported a position in INTU in Q4 2020 and held it in 5 quarters. The position peaked at $1.21M in Q4 2020. 2,004 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • OneAscent Wealth Management reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
  • OneAscent Wealth Management sold 358 Intuit shares in Q1 2026, an estimated $237K.
  • OneAscent Wealth Management first reported a position in Intuit in Q4 2020 and held it in 5 quarters.
  • OneAscent Wealth Management's Intuit position peaked at $1.21M in Q4 2020.
  • 2,004 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

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