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 Q2	$304	Buy	+100	New	+$34.8K	﹤0.01%	1265

Other funds holding INTU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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. 1,747 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.
1,747 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.