DWM
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Drive Wealth Management’s Intuit INTU Stock Holding History

Drive 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 		$270K Sell
1,034
-332
-24% -$116K 0.05% 333
2026
Q1 		$591K Sell
1,366
-209
-13% -$99.7K 0.12% 137
2025
Q4 		$1.04M Buy
1,575
+64
+4% +$42.3K 0.2% 91
2025
Q3 		$1.03M Buy
1,511
+24
+2% +$17.3K 0.22% 84
2025
Q2 		$1.17M Buy
1,487
+69
+5% +$46.7K 0.26% 86
2025
Q1 		$871K Buy
1,418
+658
+87% +$395K 0.2% 96
2024
Q4 		$478K Buy
760
+18
+2% +$11.5K 0.12% 138
2024
Q3 		$461K Sell
742
-8
-1% -$5.11K 0.12% 143
2024
Q2 		$493K Buy
750
+25
+3% +$15.5K 0.13% 136
2024
Q1 		$471K Buy
725
+30
+4% +$19.1K 0.13% 146
2023
Q4 		$434K Buy
695
+24
+4% +$13.2K 0.14% 138
2023
Q3 		$343K Buy
671
+41
+7% +$20.7K 0.13% 154
2023
Q2 		$289K Buy
630
+67
+12% +$29.3K 0.11% 182
2023
Q1 		$251K Buy
+563
New +$231K 0.11% 211

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 $3.37T AUM 44.26% 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

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

Drive Wealth Management reduced its Intuit (INTU) stake by 24% in Q2 2026, selling an estimated $116K and leaving 1,034 shares worth $270K. The position accounts for 0.05% of the portfolio, ranked #333.

Drive Wealth Management first reported a position in INTU in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.17M in Q2 2025. 1,743 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Drive Wealth Management held 1,034 shares of Intuit worth $270K as of Q2 2026.
  • Drive Wealth Management sold 332 Intuit shares in Q2 2026, an estimated $116K.
  • Intuit made up 0.05% of Drive Wealth Management's portfolio in Q2 2026, its #333 holding.
  • Drive Wealth Management first reported a position in Intuit in Q1 2023 and has held it in 14 quarters since.
  • Drive Wealth Management's Intuit position peaked at $1.17M in Q2 2025.
  • 1,743 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Drive Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.