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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
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

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

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

Avaii Wealth Management increased its Intuit (INTU) stake by 46% in Q2 2026, buying an estimated $96.1K and bringing the position to 875 shares worth $228K. The position accounts for 0.07% of the portfolio, ranked #159.

Avaii Wealth Management first reported a position in INTU in Q1 2026 and has held it in 2 quarters since. The position peaked at $259K in Q1 2026. 1,747 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Avaii Wealth Management held 875 shares of Intuit worth $228K as of Q2 2026.
  • Avaii Wealth Management bought 276 Intuit shares in Q2 2026, an estimated $96.1K.
  • Intuit made up 0.07% of Avaii Wealth Management's portfolio in Q2 2026, its #159 holding.
  • Avaii Wealth Management first reported a position in Intuit in Q1 2026 and has held it in 2 quarters since.
  • Avaii Wealth Management's Intuit position peaked at $259K in Q1 2026.
  • 1,747 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Avaii Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.