Oxbow Advisors’s Intuit INTU Stock Holding History

Oxbow Advisors’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	–	Sell	-19,116	Closed	-$12.7M	–	257
2025 Q4	$12.7M	Buy	19,116 +10,458	+121%	+$6.91M	1.11%	16
2025 Q3	$5.91M	Buy	+8,658	New	+$6.24M	0.55%	52
2025 Q2	–	Sell	-455	Closed	-$279K	–	215
2025 Q1	$279K	Hold	455	–	–	0.03%	173
2024 Q4	$286K	Sell	455 -65	-13%	-$41.5K	0.03%	173
2024 Q3	$323K	Buy	520 +73	+16%	+$46.6K	0.03%	163
2024 Q2	$294K	Hold	447	–	–	0.03%	182
2024 Q1	$291K	Hold	447	–	–	0.04%	177
2023 Q4	$279K	Hold	447	–	–	0.04%	172
2023 Q3	$228K	Hold	447	–	–	0.04%	180
2023 Q2	$205K	Buy	+447	New	+$196K	0.03%	200
2022 Q3	–	Sell	-697	Closed	-$269K	–	247
2022 Q2	$269K	Hold	697	–	–	0.04%	212
2022 Q1	$335K	Hold	697	–	–	0.03%	215
2021 Q4	$448K	Buy	697 +207	+42%	+$128K	0.04%	200
2021 Q3	$264K	Sell	490 -209	-30%	-$113K	0.03%	247
2021 Q2	$342K	Hold	699	–	–	0.04%	229
2021 Q1	$268K	Hold	699	–	–	0.03%	243
2020 Q4	$265K	Sell	699 -120	-15%	-$42.1K	0.03%	221
2020 Q3	$267K	Buy	819 +120	+17%	+$37.5K	0.03%	225
2020 Q2	$207K	Buy	+699	New	+$192K	0.03%	242

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

Oxbow Advisors's INTU Position: Q1 2026 in Review

Oxbow Advisors sold out of Intuit (INTU) in Q1 2026, closing a stake of 19,116 shares — an estimated $12.7M sold.

Oxbow Advisors first reported a position in INTU in Q2 2020 and held it in 19 quarters. The position peaked at $12.7M in Q4 2025. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

Oxbow Advisors reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
Oxbow Advisors sold 19,116 Intuit shares in Q1 2026, an estimated $12.7M.
Oxbow Advisors first reported a position in Intuit in Q2 2020 and held it in 19 quarters.
Oxbow Advisors's Intuit position peaked at $12.7M in Q4 2025.
2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Oxbow Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.