Oppenheimer Asset Management’s Intuit INTU Stock Holding History

Oppenheimer Asset 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	$18.8M	Sell	43,377 -5,870	-12%	-$2.8M	0.21%	113
2025 Q4	$32.6M	Sell	49,247 -30	-0.1%	-$19.8K	0.4%	56
2025 Q3	$33.7M	Buy	49,277 +7,582	+18%	+$5.47M	0.37%	58
2025 Q2	$32.8M	Sell	41,695 -2,551	-6%	-$1.73M	0.38%	61
2025 Q1	$27.2M	Sell	44,246 -9,174	-17%	-$5.51M	0.34%	73
2024 Q4	$33.6M	Buy	53,420 +1,098	+2%	+$702K	0.41%	52
2024 Q3	$32.5M	Buy	52,322 +243	+0.5%	+$155K	0.39%	55
2024 Q2	$34.2M	Buy	52,079 +12,577	+32%	+$7.8M	0.44%	48
2024 Q1	$25.7M	Sell	39,502 -11,945	-23%	-$7.62M	0.38%	54
2023 Q4	$32.2M	Sell	51,447 -877	-2%	-$484K	0.45%	45
2023 Q3	$26.7M	Buy	52,324 +3,366	+7%	+$1.7M	0.41%	48
2023 Q2	$22.4M	Buy	48,958 +15,145	+45%	+$6.63M	0.33%	63
2023 Q1	$15.1M	Buy	33,813 +9,911	+41%	+$4.07M	0.23%	103
2022 Q4	$9.3M	Buy	23,902 +1,325	+6%	+$526K	0.15%	176
2022 Q3	$8.74M	Buy	22,577 +1,521	+7%	+$657K	0.15%	170
2022 Q2	$8.12M	Buy	21,056 +509	+2%	+$211K	0.14%	177
2022 Q1	$9.88M	Buy	20,547 +1,935	+10%	+$991K	0.14%	176
2021 Q4	$12M	Sell	18,612 -1,423	-7%	-$878K	0.16%	156
2021 Q3	$10.8M	Sell	20,035 -3,154	-14%	-$1.7M	0.15%	156
2021 Q2	$11.4M	Sell	23,189 -1,272	-5%	-$552K	0.16%	149
2021 Q1	$9.37M	Buy	24,461 +239	+1%	+$92K	0.15%	172
2020 Q4	$9.2M	Buy	24,222 +394	+2%	+$138K	0.15%	166
2020 Q3	$7.77M	Buy	23,828 +2,641	+12%	+$826K	0.15%	163
2020 Q2	$6.28M	Buy	21,187 +271	+1%	+$74.3K	0.13%	182
2020 Q1	$4.81M	Buy	20,916 +1,907	+10%	+$516K	0.12%	202
2019 Q4	$4.98M	Buy	19,009 +589	+3%	+$154K	0.11%	230
2019 Q3	$4.9M	Sell	18,420 -157	-0.8%	-$43.2K	0.11%	225
2019 Q2	$4.85M	Buy	18,577 +11,157	+150%	+$2.84M	0.11%	233
2019 Q1	$1.94M	Sell	7,420 -2,318	-24%	-$536K	0.04%	406
2018 Q4	$1.92M	Buy	9,738 +169	+2%	+$35.2K	0.05%	378
2018 Q3	$2.18M	Buy	9,569 +189	+2%	+$40.6K	0.05%	389
2018 Q2	$1.92M	Sell	9,380 -110	-1%	-$21.1K	0.05%	406
2018 Q1	$1.65M	Buy	9,490 +1,303	+16%	+$219K	0.04%	434
2017 Q4	$1.16M	Hold	8,187	–	–	0.03%	553
2017 Q3	$1.16M	Buy	8,187 +883	+12%	+$122K	0.03%	556
2017 Q2	$970K	Buy	7,304 +717	+11%	+$93K	0.03%	593
2017 Q1	$764K	Buy	+6,587	New	+$789K	0.02%	663

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

Oppenheimer Asset Management's INTU Position: Q1 2026 in Review

Oppenheimer Asset Management reduced its Intuit (INTU) stake by 12% in Q1 2026, selling an estimated $2.8M and leaving 43,377 shares worth $18.8M. The position accounts for 0.21% of the portfolio, ranked #113.

Oppenheimer Asset Management first reported a position in INTU in Q1 2017 and has held it in 37 quarters since. The position peaked at $34.2M in Q2 2024. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

Oppenheimer Asset Management held 43,377 shares of Intuit worth $18.8M as of Q1 2026.
Oppenheimer Asset Management sold 5,870 Intuit shares in Q1 2026, an estimated $2.8M.
Intuit made up 0.21% of Oppenheimer Asset Management's portfolio in Q1 2026, its #113 holding.
Oppenheimer Asset Management first reported a position in Intuit in Q1 2017 and has held it in 37 quarters since.
Oppenheimer Asset Management's Intuit position peaked at $34.2M in Q2 2024.
2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Oppenheimer Asset Management's 13F filing for Q1 2026, filed 24 Apr 2026.