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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
– Sell
-1,300
Closed -$562K – 2737
2026
Q1
$562K Buy
+1,300
New +$620K ﹤0.01% 1477

Other funds holding INTU

O'Shaughnessy Asset Management's INTU Position: Q2 2026 in Review

O'Shaughnessy Asset Management reduced its Intuit (INTU) stake by 34% in Q2 2026, selling an estimated $6.1M and leaving 33,992 shares worth $8.87M. The position accounts for 0.04% of the portfolio, ranked #416.

O'Shaughnessy Asset Management first reported a position in INTU in Q2 2015 and has held it in 40 quarters since. The position peaked at $39.7M in Q4 2025. 1,753 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • O'Shaughnessy Asset Management held 33,992 shares of Intuit worth $8.87M as of Q2 2026.
  • O'Shaughnessy Asset Management sold 17,504 Intuit shares in Q2 2026, an estimated $6.1M.
  • Intuit made up 0.04% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #416 holding.
  • O'Shaughnessy Asset Management first reported a position in Intuit in Q2 2015 and has held it in 40 quarters since.
  • O'Shaughnessy Asset Management's Intuit position peaked at $39.7M in Q4 2025.
  • 1,753 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.