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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
Q1 		$259K Buy
+599
New +$286K 0.09% 134

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

Avaii Wealth Management's INTU Position: Q1 2026 in Review

Avaii Wealth Management opened a new position in Intuit (INTU) in Q1 2026: 599 shares worth $259K. The stake represents 0.09% of the portfolio and ranks #134 among its holdings.

2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Avaii Wealth Management held 599 shares of Intuit worth $259K as of Q1 2026.
  • Intuit was a new Avaii Wealth Management position in Q1 2026.
  • Intuit made up 0.09% of Avaii Wealth Management's portfolio in Q1 2026, its #134 holding.
  • 2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Avaii Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.