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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
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 $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 Wealth Management's INTU Position: Q1 2026 in Review

Diversify Wealth Management increased its Intuit (INTU) stake by 136% in Q1 2026, buying an estimated $5.73M and bringing the position to 20,883 shares worth $8.25M. The position accounts for 0.15% of the portfolio, ranked #153.

Diversify Wealth Management first reported a position in INTU in Q2 2024 and has held it in 8 quarters since. 2,004 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Diversify Wealth Management held 20,883 shares of Intuit worth $8.25M as of Q1 2026.
  • Diversify Wealth Management bought 12,017 Intuit shares in Q1 2026, an estimated $5.73M.
  • Intuit made up 0.15% of Diversify Wealth Management's portfolio in Q1 2026, its #153 holding.
  • Diversify Wealth Management first reported a position in Intuit in Q2 2024 and has held it in 8 quarters since.
  • 2,004 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.