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Oppenheimer & Co’s Intuit INTU Stock Holding History

Oppenheimer & Co’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 		$7.47M Buy
17,287
+2,299
+15% +$1.1M 0.09% 246
2025
Q4 		$9.93M Buy
14,988
+424
+3% +$280K 0.14% 156
2025
Q3 		$9.95M Buy
14,564
+109
+0.8% +$78.6K 0.12% 176
2025
Q2 		$11.4M Sell
14,455
-434
-3% -$294K 0.15% 150
2025
Q1 		$9.14M Buy
14,889
+3,986
+37% +$2.39M 0.14% 167
2024
Q4 		$6.85M Buy
10,903
+68
+0.6% +$43.5K 0.1% 202
2024
Q3 		$6.73M Sell
10,835
-177
-2% -$113K 0.1% 220
2024
Q2 		$7.24M Sell
11,012
-608
-5% -$377K 0.11% 190
2024
Q1 		$7.55M Buy
11,620
+433
+4% +$276K 0.13% 189
2023
Q4 		$6.99M Buy
11,187
+136
+1% +$75K 0.13% 186
2023
Q3 		$5.65M Sell
11,051
-1,277
-10% -$646K 0.12% 209
2023
Q2 		$5.65M Sell
12,328
-1,412
-10% -$618K 0.11% 211
2023
Q1 		$6.13M Sell
13,740
-864
-6% -$355K 0.13% 192
2022
Q4 		$5.68M Buy
14,604
+3,052
+26% +$1.21M 0.13% 192
2022
Q3 		$4.47M Sell
11,552
-49
-0.4% -$21.2K 0.1% 239
2022
Q2 		$4.47M Buy
11,601
+364
+3% +$151K 0.1% 252
2022
Q1 		$5.4M Sell
11,237
-588
-5% -$301K 0.1% 256
2021
Q4 		$7.61M Sell
11,825
-346
-3% -$214K 0.13% 170
2021
Q3 		$6.57M Sell
12,171
-744
-6% -$401K 0.12% 189
2021
Q2 		$6.33M Sell
12,915
-47
-0.4% -$20.4K 0.11% 210
2021
Q1 		$4.97M Sell
12,962
-2,737
-17% -$1.05M 0.1% 246
2020
Q4 		$5.96M Buy
15,699
+1,325
+9% +$465K 0.13% 178
2020
Q3 		$4.69M Sell
14,374
-219
-2% -$68.5K 0.12% 196
2020
Q2 		$4.32M Buy
14,593
+335
+2% +$91.9K 0.11% 205
2020
Q1 		$3.28M Buy
14,258
+5,755
+68% +$1.56M 0.1% 221
2019
Q4 		$2.23M Sell
8,503
-212
-2% -$55.4K 0.06% 386
2019
Q3 		$2.32M Buy
8,715
+319
+4% +$87.7K 0.06% 360
2019
Q2 		$2.19M Buy
8,396
+145
+2% +$36.8K 0.06% 369
2019
Q1 		$2.16M Buy
8,251
+814
+11% +$188K 0.06% 371
2018
Q4 		$1.46M Sell
7,437
-1,026
-12% -$213K 0.05% 412
2018
Q3 		$1.92M Buy
8,463
+1,020
+14% +$219K 0.05% 412
2018
Q2 		$1.52M Sell
7,443
-523
-7% -$100K 0.04% 457
2018
Q1 		$1.38M Sell
7,966
-453
-5% -$76.2K 0.04% 500
2017
Q4 		$1.33M Sell
8,419
-207
-2% -$31.5K 0.03% 519
2017
Q3 		$1.23M Buy
8,626
+48
+0.6% +$6.63K 0.03% 542
2017
Q2 		$1.14M Sell
8,578
-108
-1% -$14K 0.03% 551
2017
Q1 		$1.01M Buy
8,686
+149
+2% +$17.9K 0.03% 578
2016
Q4 		$978K Sell
8,537
-46
-0.5% -$5.15K 0.03% 560
2016
Q3 		$944K Sell
8,583
-974
-10% -$109K 0.03% 592
2016
Q2 		$1.07M Sell
9,557
-1,460
-13% -$153K 0.03% 540
2016
Q1 		$1.15M Sell
11,017
-539
-5% -$52K 0.03% 502
2015
Q4 		$1.12M Sell
11,556
-17,115
-60% -$1.65M 0.03% 519
2015
Q3 		$2.54M Sell
28,671
-613
-2% -$59.5K 0.08% 306
2015
Q2 		$2.95M Sell
29,284
-51
-0.2% -$5.21K 0.08% 289
2015
Q1 		$2.84M Sell
29,335
-1,446
-5% -$134K 0.08% 294
2014
Q4 		$2.84M Sell
30,781
-431
-1% -$38.3K 0.08% 289
2014
Q3 		$2.74M Buy
31,212
+17
+0.1% +$1.41K 0.08% 295
2014
Q2 		$2.51M Sell
31,195
-383
-1% -$29.5K 0.08% 311
2014
Q1 		$2.46M Buy
31,578
+48
+0.2% +$3.66K 0.07% 331
2013
Q4 		$2.41M Buy
31,530
+144
+0.5% +$10.3K 0.08% 310
2013
Q3 		$2.08M Sell
31,386
-870
-3% -$56.1K 0.07% 312
2013
Q2 		$1.97M Buy
+32,256
New +$1.95M 0.08% 311

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

Oppenheimer & Co's INTU Position: Q1 2026 in Review

Oppenheimer & Co increased its Intuit (INTU) stake by 15% in Q1 2026, buying an estimated $1.1M and bringing the position to 17,287 shares worth $7.47M. The position accounts for 0.09% of the portfolio, ranked #246.

Oppenheimer & Co first reported a position in INTU in Q2 2013 and has held it in 52 quarters since. The position peaked at $11.4M in Q2 2025. 2,004 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Oppenheimer & Co held 17,287 shares of Intuit worth $7.47M as of Q1 2026.
  • Oppenheimer & Co bought 2,299 Intuit shares in Q1 2026, an estimated $1.1M.
  • Intuit made up 0.09% of Oppenheimer & Co's portfolio in Q1 2026, its #246 holding.
  • Oppenheimer & Co first reported a position in Intuit in Q2 2013 and has held it in 52 quarters since.
  • Oppenheimer & Co's Intuit position peaked at $11.4M in Q2 2025.
  • 2,004 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

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