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Destination Wealth Management’s Intuit INTU Stock Holding History

Destination 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 		$500K Buy
1,915
+186
+11% +$64.8K 0.01% 217
2026
Q1 		$748K Buy
1,729
+30
+2% +$14.3K 0.02% 171
2025
Q4 		$1.13M Buy
+1,699
New +$1.12M 0.03% 145
2019
Q3 		– Sell
-18
Closed -$5K – 309
2019
Q2 		$5K Buy
+18
New +$4.57K ﹤0.01% 484

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

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

Destination Wealth Management increased its Intuit (INTU) stake by 11% in Q2 2026, buying an estimated $64.8K and bringing the position to 1,915 shares worth $500K. The position accounts for 0.01% of the portfolio, ranked #217.

Destination Wealth Management first reported a position in INTU in Q2 2019 and has held it in 4 quarters since. The position peaked at $1.13M in Q4 2025. 1,747 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Destination Wealth Management held 1,915 shares of Intuit worth $500K as of Q2 2026.
  • Destination Wealth Management bought 186 Intuit shares in Q2 2026, an estimated $64.8K.
  • Intuit made up 0.01% of Destination Wealth Management's portfolio in Q2 2026, its #217 holding.
  • Destination Wealth Management first reported a position in Intuit in Q2 2019 and has held it in 4 quarters since.
  • Destination Wealth Management's Intuit position peaked at $1.13M in Q4 2025.
  • 1,747 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Destination Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.