Avaii Wealth Management
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Avaii Wealth Management’s Intuit INTU Stock Holding History

Avaii 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
Q3 		$247K Buy
878
+3
+0.3% +$943 0.07% 156
2026
Q2 		$228K Buy
875
+276
+46% +$96.1K 0.07% 159
2026
Q1 		$259K Buy
+599
New +$286K 0.09% 134

Other funds holding INTU

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Avaii Wealth Management's INTU Position: Q3 2026 in Review

Avaii Wealth Management increased its Intuit (INTU) stake by 0.34% in Q3 2026, buying an estimated $943 and bringing the position to 878 shares worth $247K. The position accounts for 0.07% of the portfolio, ranked #156.

Avaii Wealth Management first reported a position in INTU in Q1 2026 and has held it in 3 quarters since. The position peaked at $259K in Q1 2026. 971 funds tracked by Wall St. Rank hold INTU as of Q3 2026.

  • Avaii Wealth Management held 878 shares of Intuit worth $247K as of Q3 2026.
  • Avaii Wealth Management bought 3 Intuit shares in Q3 2026, an estimated $943.
  • Intuit made up 0.07% of Avaii Wealth Management's portfolio in Q3 2026, its #156 holding.
  • Avaii Wealth Management first reported a position in Intuit in Q1 2026 and has held it in 3 quarters since.
  • Avaii Wealth Management's Intuit position peaked at $259K in Q1 2026.
  • 971 funds tracked by Wall St. Rank held Intuit as of Q3 2026.

Based on Avaii Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.