DPI
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Diversified Portfolios Inc’s Intuit INTU Stock Holding History

Diversified Portfolios Inc’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
2024
Q3 		– Sell
-404
Closed -$266K – 141
2024
Q2 		$266K Sell
404
-10
-2% -$6.2K 0.04% 123
2024
Q1 		$269K Buy
414
+86
+26% +$54.9K 0.04% 117
2023
Q4 		$205K Buy
+328
New +$181K 0.03% 123
2023
Q2 		– Sell
-540
Closed -$241K – 130
2023
Q1 		$241K Sell
540
-70
-11% -$28.7K 0.05% 123
2022
Q4 		$237K Sell
610
-84
-12% -$33.3K 0.05% 122
2022
Q3 		$269K Buy
694
+99
+17% +$42.8K 0.07% 115
2022
Q2 		$229K Sell
595
-178
-23% -$73.7K 0.06% 116
2022
Q1 		$372K Sell
773
-56
-7% -$28.7K 0.09% 102
2021
Q4 		$533K Buy
+829
New +$512K 0.13% 82

Other funds holding INTU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return