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Oxford Financial Group’s Intuit INTU Stock Holding History

Oxford Financial Group’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 		$419K Sell
970
-43
-4% -$20.5K 0.02% 179
2025
Q4 		$671K Sell
1,013
-11
-1% -$7.27K 0.04% 122
2025
Q3 		$699K Buy
1,024
+62
+6% +$44.7K 0.04% 113
2025
Q2 		$758K Buy
962
+166
+21% +$112K 0.05% 98
2025
Q1 		$489K Buy
796
+29
+4% +$17.4K 0.03% 135
2024
Q4 		$482K Sell
767
-1,405
-65% -$898K 0.03% 151
2024
Q3 		$1.35M Sell
2,172
-43
-2% -$27.4K 0.09% 72
2024
Q2 		$1.46M Buy
2,215
+81
+4% +$50.2K 0.1% 72
2024
Q1 		$1.39M Sell
2,134
-925
-30% -$590K 0.1% 66
2023
Q4 		$1.91M Buy
3,059
+965
+46% +$532K 0.14% 52
2023
Q3 		$1.07M Buy
2,094
+652
+45% +$330K 0.09% 75
2023
Q2 		$661K Sell
1,442
-152
-10% -$66.6K 0.06% 110
2023
Q1 		$711K Hold
1,594
– – 0.08% 84
2022
Q4 		$620K Buy
1,594
+258
+19% +$102K 0.07% 94
2022
Q3 		$517K Sell
1,336
-13
-1% -$5.62K 0.08% 95
2022
Q2 		$520K Sell
1,349
-9
-0.7% -$3.73K 0.08% 102
2022
Q1 		$653K Hold
1,358
– – 0.08% 98
2021
Q4 		$873K Buy
+1,358
New +$838K 0.1% 88

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

Oxford Financial Group's INTU Position: Q1 2026 in Review

Oxford Financial Group reduced its Intuit (INTU) stake by 4.2% in Q1 2026, selling an estimated $20.5K and leaving 970 shares worth $419K. The position accounts for 0.02% of the portfolio, ranked #179.

Oxford Financial Group first reported a position in INTU in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.91M in Q4 2023. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Oxford Financial Group held 970 shares of Intuit worth $419K as of Q1 2026.
  • Oxford Financial Group sold 43 Intuit shares in Q1 2026, an estimated $20.5K.
  • Intuit made up 0.02% of Oxford Financial Group's portfolio in Q1 2026, its #179 holding.
  • Oxford Financial Group first reported a position in Intuit in Q4 2021 and has held it in 18 quarters since.
  • Oxford Financial Group's Intuit position peaked at $1.91M in Q4 2023.
  • 2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.