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O'Shaughnessy Asset Management’s Intuit INTU Stock Holding History

O'Shaughnessy 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 		$22.3M Sell
51,496
-8,478
-14% -$4.04M 0.11% 197
2025
Q4 		$39.7M Buy
59,974
+6,999
+13% +$4.62M 0.22% 94
2025
Q3 		$36.2M Buy
52,975
+5,192
+11% +$3.74M 0.21% 92
2025
Q2 		$37.6M Buy
47,783
+6,931
+17% +$4.69M 0.26% 77
2025
Q1 		$25.1M Buy
40,852
+7,742
+23% +$4.65M 0.2% 109
2024
Q4 		$20.8M Buy
33,110
+1,000
+3% +$639K 0.18% 122
2024
Q3 		$19.8M Buy
32,110
+4,392
+16% +$2.8M 0.18% 126
2024
Q2 		$18.2M Buy
27,718
+1,896
+7% +$1.18M 0.19% 117
2024
Q1 		$16.8M Buy
25,822
+4,896
+23% +$3.13M 0.19% 121
2023
Q4 		$13.1M Buy
20,926
+2,403
+13% +$1.33M 0.17% 126
2023
Q3 		$9.46M Buy
18,523
+5,484
+42% +$2.78M 0.14% 171
2023
Q2 		$5.97M Buy
13,039
+1,097
+9% +$480K 0.09% 242
2023
Q1 		$5.32M Buy
11,942
+1,084
+10% +$445K 0.08% 260
2022
Q4 		$4.23M Sell
10,858
-2,054
-16% -$815K 0.07% 295
2022
Q3 		$5M Buy
12,912
+2,156
+20% +$931K 0.09% 232
2022
Q2 		$4.15M Buy
10,756
+3,209
+43% +$1.33M 0.08% 262
2022
Q1 		$3.63M Sell
7,547
-504
-6% -$258K 0.06% 297
2021
Q4 		$5.18M Buy
8,051
+1,623
+25% +$1M 0.09% 225
2021
Q3 		$3.47M Buy
6,428
+1,629
+34% +$878K 0.07% 231
2021
Q2 		$2.35M Buy
4,799
+798
+20% +$346K 0.05% 286
2021
Q1 		$1.53M Buy
4,001
+384
+11% +$148K 0.03% 320
2020
Q4 		$1.37M Buy
3,617
+615
+20% +$216K 0.04% 281
2020
Q3 		$979K Buy
3,002
+1,660
+124% +$519K 0.03% 301
2020
Q2 		$397K Buy
1,342
+1,150
+599% +$315K 0.01% 457
2020
Q1 		$44K Sell
192
-4,521
-96% -$1.22M ﹤0.01% 805
2019
Q4 		$1.23M Sell
4,713
-11,910
-72% -$3.11M 0.03% 243
2019
Q3 		$4.42M Sell
16,623
-28,125
-63% -$7.74M 0.11% 123
2019
Q2 		$11.7M Sell
44,748
-8,693
-16% -$2.21M 0.27% 74
2019
Q1 		$14M Buy
53,441
+1,389
+3% +$321K 0.33% 67
2018
Q4 		$10.2M Sell
52,052
-5,247
-9% -$1.09M 0.26% 72
2018
Q3 		$13M Buy
57,299
+40,068
+233% +$8.61M 0.27% 70
2018
Q2 		$3.52M Buy
17,231
+13,582
+372% +$2.6M 0.07% 154
2018
Q1 		$633K Buy
3,649
+92
+3% +$15.5K 0.01% 311
2017
Q4 		$561K Buy
3,557
+11
+0.3% +$1.68K 0.01% 364
2017
Q3 		$504K Buy
3,546
+34
+1% +$4.69K 0.01% 360
2017
Q2 		$466K Buy
+3,512
New +$455K 0.01% 370
2016
Q2 		– Sell
-98
Closed -$10K – 957
2016
Q1 		$10K Buy
98
+84
+600% +$8.11K ﹤0.01% 748
2015
Q4 		$1K Buy
+14
New +$1.35K ﹤0.01% 895
2015
Q3 		– Sell
-79
Closed -$8K – 963
2015
Q2 		$8K Buy
+79
New +$8.06K ﹤0.01% 774

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

O'Shaughnessy Asset Management's INTU Position: Q1 2026 in Review

O'Shaughnessy Asset Management reduced its Intuit (INTU) stake by 14% in Q1 2026, selling an estimated $4.04M and leaving 51,496 shares worth $22.3M. The position accounts for 0.11% of the portfolio, ranked #197.

O'Shaughnessy Asset Management first reported a position in INTU in Q2 2015 and has held it in 39 quarters since. The position peaked at $39.7M in Q4 2025. 2,004 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • O'Shaughnessy Asset Management held 51,496 shares of Intuit worth $22.3M as of Q1 2026.
  • O'Shaughnessy Asset Management sold 8,478 Intuit shares in Q1 2026, an estimated $4.04M.
  • Intuit made up 0.11% of O'Shaughnessy Asset Management's portfolio in Q1 2026, its #197 holding.
  • O'Shaughnessy Asset Management first reported a position in Intuit in Q2 2015 and has held it in 39 quarters since.
  • O'Shaughnessy Asset Management's Intuit position peaked at $39.7M in Q4 2025.
  • 2,004 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q1 2026, filed 13 May 2026.