David Wealth Management’s Intuit INTU Stock Holding History

David 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
2025 Q2	$480K	Hold	609	–	–	0.36%	27
2025 Q1	$374K	Hold	609	–	–	0.31%	30
2024 Q4	$383K	Buy	+609	New	+$389K	0.32%	30

Other funds holding INTU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

David Wealth Management's INTU Position: Q2 2025 in Review

David Wealth Management held its Intuit (INTU) position steady in Q2 2025 at 609 shares worth $480K. The position accounts for 0.36% of the portfolio, ranked #27.

David Wealth Management first reported a position in INTU in Q4 2024 and has held it in 3 quarters since. 2,211 funds tracked by Wall St. Rank hold INTU as of Q2 2025.

David Wealth Management held 609 shares of Intuit worth $480K as of Q2 2025.
David Wealth Management left its Intuit share count unchanged in Q2 2025.
Intuit made up 0.36% of David Wealth Management's portfolio in Q2 2025, its #27 holding.
David Wealth Management first reported a position in Intuit in Q4 2024 and has held it in 3 quarters since.
2,211 funds tracked by Wall St. Rank held Intuit as of Q2 2025.

Based on David Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.