Advyzon Investment Management’s Intuit INTU Stock Holding History

Advyzon Investment 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	–	Sell	-465	Closed	-$201K	–	783
2026 Q1	$201K	Buy	+465	New	+$222K	0.02%	663
2025 Q4	–	Sell	-305	Closed	-$208K	–	585
2025 Q3	$208K	Buy	+305	New	+$220K	0.04%	442

Other funds holding INTU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Advyzon Investment Management's INTU Position: Q2 2026 in Review

Advyzon Investment Management sold out of Intuit (INTU) in Q2 2026, closing a stake of 465 shares — an estimated $201K sold.

Advyzon Investment Management first reported a position in INTU in Q3 2025 and held it in 2 quarters. The position peaked at $208K in Q3 2025. 1,753 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Advyzon Investment Management reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
Advyzon Investment Management sold 465 Intuit shares in Q2 2026, an estimated $201K.
Advyzon Investment Management first reported a position in Intuit in Q3 2025 and held it in 2 quarters.
Advyzon Investment Management's Intuit position peaked at $208K in Q3 2025.
1,753 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.