DWM
INTU icon

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
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 $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return