DWM
INTU icon

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
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 $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

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

Destination Wealth Management increased its Intuit (INTU) stake by 1.8% in Q1 2026, buying an estimated $14.3K and bringing the position to 1,729 shares worth $748K. The position accounts for 0.02% of the portfolio, ranked #171.

Destination Wealth Management first reported a position in INTU in Q2 2019 and has held it in 3 quarters since. The position peaked at $1.13M in Q4 2025. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Destination Wealth Management held 1,729 shares of Intuit worth $748K as of Q1 2026.
  • Destination Wealth Management bought 30 Intuit shares in Q1 2026, an estimated $14.3K.
  • Intuit made up 0.02% of Destination Wealth Management's portfolio in Q1 2026, its #171 holding.
  • Destination Wealth Management first reported a position in Intuit in Q2 2019 and has held it in 3 quarters since.
  • Destination Wealth Management's Intuit position peaked at $1.13M in Q4 2025.
  • 2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Destination Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.