Dakota Wealth Management’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $352K | Sell |
814
-824
| -50% | -$393K | 0.01% | 617 |
|
|
2025
Q4 | $1.09M | Sell |
1,638
-181
| -10% | -$120K | 0.02% | 391 |
|
|
2025
Q3 | $1.24M | Sell |
1,819
-1,792
| -50% | -$1.29M | 0.03% | 321 |
|
|
2025
Q2 | $2.84M | Sell |
3,611
-533
| -13% | -$361K | 0.06% | 219 |
|
|
2025
Q1 | $2.54M | Buy |
4,144
+117
| +3% | +$70.3K | 0.06% | 228 |
|
|
2024
Q4 | $2.53M | Sell |
4,027
-30
| -0.7% | -$19.2K | 0.06% | 231 |
|
|
2024
Q3 | $2.52M | Buy |
4,057
+213
| +6% | +$136K | 0.06% | 240 |
|
|
2024
Q2 | $2.53M | Sell |
3,844
-28
| -0.7% | -$17.4K | 0.06% | 235 |
|
|
2024
Q1 | $2.52M | Sell |
3,872
-241
| -6% | -$154K | 0.06% | 237 |
|
|
2023
Q4 | $2.57M | Buy |
4,113
+210
| +5% | +$116K | 0.1% | 191 |
|
|
2023
Q3 | $1.99M | Sell |
3,903
-271
| -6% | -$137K | 0.09% | 206 |
|
|
2023
Q2 | $1.91M | Buy |
4,174
+882
| +27% | +$386K | 0.09% | 185 |
|
|
2023
Q1 | $1.47M | Sell |
3,292
-94
| -3% | -$38.6K | 0.1% | 185 |
|
|
2022
Q4 | $1.32M | Sell |
3,386
-899
| -21% | -$357K | 0.09% | 190 |
|
|
2022
Q3 | $1.66M | Buy |
4,285
+2,175
| +103% | +$940K | 0.13% | 170 |
|
|
2022
Q2 | $814K | Buy |
2,110
+1,480
| +235% | +$613K | 0.07% | 207 |
|
|
2022
Q1 | $302K | Sell |
630
-3,983
| -86% | -$2.04M | 0.02% | 362 |
|
|
2021
Q4 | $2.97M | Sell |
4,613
-867
| -16% | -$535K | 0.31% | 86 |
|
|
2021
Q3 | $2.96M | Sell |
5,480
-6,363
| -54% | -$3.43M | 0.34% | 84 |
|
|
2021
Q2 | $5.8M | Buy |
11,843
+10,555
| +819% | +$4.58M | 0.69% | 39 |
|
|
2021
Q1 | $493K | Sell |
1,288
-507
| -28% | -$195K | 0.06% | 212 |
|
|
2020
Q4 | $682K | Sell |
1,795
-400
| -18% | -$140K | 0.09% | 183 |
|
|
2020
Q3 | $716K | Sell |
2,195
-888
| -29% | -$278K | 0.11% | 139 |
|
|
2020
Q2 | $913K | Buy |
3,083
+1,643
| +114% | +$451K | 0.16% | 125 |
|
|
2020
Q1 | $331K | Sell |
1,440
-1,283
| -47% | -$347K | 0.07% | 187 |
|
|
2019
Q4 | $713K | Sell |
2,723
-725
| -21% | -$190K | 0.11% | 163 |
|
|
2019
Q3 | $917K | Buy |
3,448
+2,653
| +334% | +$730K | 0.16% | 133 |
|
|
2019
Q2 | $208K | Buy |
+795
| New | +$202K | 0.04% | 264 |
|
|
2019
Q1 | – | Sell |
-1,495
| Closed | -$340K | – | 317 |
|
|
2018
Q4 | $340K | Hold |
1,495
| – | – | 0.08% | 202 |
|
|
2018
Q3 | $340K | Buy |
+1,495
| New | +$321K | 0.08% | 202 |
|
Other funds holding INTU
VCM
VPM
Dakota Wealth Management's INTU Position: Q1 2026 in Review
Dakota Wealth Management reduced its Intuit (INTU) stake by 50% in Q1 2026, selling an estimated $393K and leaving 814 shares worth $352K. The position accounts for 0.01% of the portfolio, ranked #617.
Dakota Wealth Management first reported a position in INTU in Q3 2018 and has held it in 30 quarters since. The position peaked at $5.8M in Q2 2021. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.
- Dakota Wealth Management held 814 shares of Intuit worth $352K as of Q1 2026.
- Dakota Wealth Management sold 824 Intuit shares in Q1 2026, an estimated $393K.
- Intuit made up 0.01% of Dakota Wealth Management's portfolio in Q1 2026, its #617 holding.
- Dakota Wealth Management first reported a position in Intuit in Q3 2018 and has held it in 30 quarters since.
- Dakota Wealth Management's Intuit position peaked at $5.8M in Q2 2021.
- 2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.
Based on Dakota Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.