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Diversify Advisory Services’s Intuit INTU Stock Holding History

Diversify Advisory Services’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 		– Sell
-4,478
Closed -$2.44M – 538
2025
Q4 		$2.44M Buy
4,478
+278
+7% +$184K 0.08% 197
2025
Q3 		$2.84M Buy
4,200
+415
+11% +$299K 0.1% 165
2025
Q2 		$2.7M Buy
3,785
+241
+7% +$163K 0.1% 148
2025
Q1 		$2.21M Buy
3,544
+607
+21% +$365K 0.14% 117
2024
Q4 		$1.83M Sell
2,937
-722
-20% -$461K 0.1% 145
2024
Q3 		$2.23M Sell
3,659
-608
-14% -$388K 0.12% 153
2024
Q2 		$2.78M Sell
4,267
-950
-18% -$589K 0.15% 119
2024
Q1 		$3.34M Buy
+5,217
New +$3.33M 0.2% 109

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

Diversify Advisory Services's INTU Position: Q1 2026 in Review

Diversify Advisory Services sold out of Intuit (INTU) in Q1 2026, closing a stake of 4,478 shares — an estimated $2.44M sold.

Diversify Advisory Services first reported a position in INTU in Q1 2024 and held it in 8 quarters. The position peaked at $3.34M in Q1 2024. 2,004 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Diversify Advisory Services reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
  • Diversify Advisory Services sold 4,478 Intuit shares in Q1 2026, an estimated $2.44M.
  • Diversify Advisory Services first reported a position in Intuit in Q1 2024 and held it in 8 quarters.
  • Diversify Advisory Services's Intuit position peaked at $3.34M in Q1 2024.
  • 2,004 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.