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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
Q2 		$257K Buy
983
+13
+1% +$4.53K 0.01% 221
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Oxford Financial Group's INTU Position: Q2 2026 in Review

Oxford Financial Group increased its Intuit (INTU) stake by 1.3% in Q2 2026, buying an estimated $4.53K and bringing the position to 983 shares worth $257K. The position accounts for 0.01% of the portfolio, ranked #221.

Oxford Financial Group first reported a position in INTU in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.91M in Q4 2023. 1,749 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Oxford Financial Group held 983 shares of Intuit worth $257K as of Q2 2026.
  • Oxford Financial Group bought 13 Intuit shares in Q2 2026, an estimated $4.53K.
  • Intuit made up 0.01% of Oxford Financial Group's portfolio in Q2 2026, its #221 holding.
  • Oxford Financial Group first reported a position in Intuit in Q4 2021 and has held it in 19 quarters since.
  • Oxford Financial Group's Intuit position peaked at $1.91M in Q4 2023.
  • 1,749 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.