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Diversify Wealth Management’s Intuit INTU Stock Holding History

Diversify 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
Q2 		$7.7M Buy
25,350
+4,467
+21% +$1.56M 0.13% 166
2026
Q1 		$8.25M Buy
20,883
+12,017
+136% +$5.73M 0.15% 153
2025
Q4 		$5.37M Buy
8,866
+471
+6% +$311K 0.25% 105
2025
Q3 		$5.68M Buy
8,395
+766
+10% +$552K 0.33% 83
2025
Q2 		$5.44M Buy
7,629
+763
+11% +$516K 0.34% 77
2025
Q1 		$4.28M Buy
6,866
+937
+16% +$563K 0.32% 84
2024
Q4 		$3.7M Buy
5,929
+3,001
+102% +$1.92M 0.29% 91
2024
Q3 		$1.76M Buy
2,928
+463
+19% +$296K 0.17% 148
2024
Q2 		$1.49M Buy
+2,465
New +$1.53M 0.18% 123

Other funds holding INTU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Diversify Wealth Management's INTU Position: Q2 2026 in Review

Diversify Wealth Management increased its Intuit (INTU) stake by 21% in Q2 2026, buying an estimated $1.56M and bringing the position to 25,350 shares worth $7.7M. The position accounts for 0.13% of the portfolio, ranked #166.

Diversify Wealth Management first reported a position in INTU in Q2 2024 and has held it in 9 quarters since. The position peaked at $8.25M in Q1 2026. 1,753 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Diversify Wealth Management held 25,350 shares of Intuit worth $7.7M as of Q2 2026.
  • Diversify Wealth Management bought 4,467 Intuit shares in Q2 2026, an estimated $1.56M.
  • Intuit made up 0.13% of Diversify Wealth Management's portfolio in Q2 2026, its #166 holding.
  • Diversify Wealth Management first reported a position in Intuit in Q2 2024 and has held it in 9 quarters since.
  • Diversify Wealth Management's Intuit position peaked at $8.25M in Q1 2026.
  • 1,753 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.