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	$395	Buy	+100	New	+$47.7K	﹤0.01%	1152

Other funds holding INTU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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. 2,002 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.
2,002 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.