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BlackDiamond Wealth Management’s Intuit INTU Stock Holding History

BlackDiamond Wealth 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
Q2 		$648K Buy
1,938
+1,420
+274% +$495K 0.26% 89
2026
Q1 		$224K Sell
518
-56
-10% -$26.7K 0.11% 180
2025
Q4 		$251K Buy
574
+54
+10% +$35.7K 0.12% 167
2025
Q3 		$355K Sell
520
-54
-9% -$38.9K 0.19% 100
2025
Q2 		$447K Buy
574
+171
+42% +$116K 0.26% 73
2025
Q1 		$264K Sell
403
-21
-5% -$12.6K 0.18% 117
2024
Q4 		$266K Buy
424
+58
+16% +$37.1K 0.15% 126
2024
Q3 		$256K Buy
+366
New +$234K 0.15% 138

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

BlackDiamond Wealth Management's INTU Position: Q2 2026 in Review

BlackDiamond Wealth Management increased its Intuit (INTU) stake by 274% in Q2 2026, buying an estimated $495K and bringing the position to 1,938 shares worth $648K. The position accounts for 0.26% of the portfolio, ranked #89.

BlackDiamond Wealth Management first reported a position in INTU in Q3 2024 and has held it in 8 quarters since. 1,749 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • BlackDiamond Wealth Management held 1,938 shares of Intuit worth $648K as of Q2 2026.
  • BlackDiamond Wealth Management bought 1,420 Intuit shares in Q2 2026, an estimated $495K.
  • Intuit made up 0.26% of BlackDiamond Wealth Management's portfolio in Q2 2026, its #89 holding.
  • BlackDiamond Wealth Management first reported a position in Intuit in Q3 2024 and has held it in 8 quarters since.
  • 1,749 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.