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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
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 $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

BlackDiamond Wealth Management's INTU Position: Q1 2026 in Review

BlackDiamond Wealth Management reduced its Intuit (INTU) stake by 9.8% in Q1 2026, selling an estimated $26.7K and leaving 518 shares worth $224K. The position accounts for 0.11% of the portfolio, ranked #180.

BlackDiamond Wealth Management first reported a position in INTU in Q3 2024 and has held it in 7 quarters since. The position peaked at $447K in Q2 2025. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • BlackDiamond Wealth Management held 518 shares of Intuit worth $224K as of Q1 2026.
  • BlackDiamond Wealth Management sold 56 Intuit shares in Q1 2026, an estimated $26.7K.
  • Intuit made up 0.11% of BlackDiamond Wealth Management's portfolio in Q1 2026, its #180 holding.
  • BlackDiamond Wealth Management first reported a position in Intuit in Q3 2024 and has held it in 7 quarters since.
  • BlackDiamond Wealth Management's Intuit position peaked at $447K in Q2 2025.
  • 2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.