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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 		$562K Buy
+1,300
New +$620K ﹤0.01% 1477

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.