Diversify Advisory Services’s Intuit INTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$7.7M Buy
+25,350
New +$8.83M 0.13% 166
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

Diversify Advisory Services's INTU Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Intuit (INTU) in Q2 2026: 25,350 shares worth $7.7M. The stake represents 0.13% of the portfolio and ranks #166 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in INTU as recently as Q4 2025.

Diversify Advisory Services first reported a position in INTU in Q1 2024 and has held it in 9 quarters since. 1,753 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Diversify Advisory Services held 25,350 shares of Intuit worth $7.7M as of Q2 2026.
  • Intuit was a new Diversify Advisory Services position in Q2 2026.
  • Intuit made up 0.13% of Diversify Advisory Services's portfolio in Q2 2026, its #166 holding.
  • Diversify Advisory Services first reported a position in Intuit in Q1 2024 and has held it in 9 quarters since.
  • 1,753 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.