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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
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
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

Advyzon Investment Management's INTU Position: Q1 2026 in Review

Advyzon Investment Management opened a new position in Intuit (INTU) in Q1 2026: 465 shares worth $201K. The stake represents 0.02% of the portfolio and ranks #663 among its holdings. This is a return to the name: Advyzon Investment Management previously reported a position in INTU as recently as Q3 2025.

Advyzon Investment Management first reported a position in INTU in Q3 2025 and has held it in 2 quarters since. The position peaked at $208K in Q3 2025. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Advyzon Investment Management held 465 shares of Intuit worth $201K as of Q1 2026.
  • Intuit was a new Advyzon Investment Management position in Q1 2026.
  • Intuit made up 0.02% of Advyzon Investment Management's portfolio in Q1 2026, its #663 holding.
  • Advyzon Investment Management first reported a position in Intuit in Q3 2025 and has held it in 2 quarters since.
  • Advyzon Investment Management's Intuit position peaked at $208K in Q3 2025.
  • 2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Advyzon Investment Management's 13F filing for Q1 2026, filed 12 May 2026.