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Avalon Trust’s Intuit INTU Stock Holding History

Avalon Trust’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 		$93.8K Buy
217
+34
+19% +$16.2K 0.01% 222
2025
Q4 		$121K Hold
183
– – 0.01% 185
2025
Q3 		$125K Buy
183
+6
+3% +$4.33K 0.01% 200
2025
Q2 		$139K Hold
177
– – 0.01% 163
2025
Q1 		$109K Hold
177
– – 0.01% 176
2024
Q4 		$111K Buy
177
+20
+13% +$12.8K 0.01% 156
2024
Q3 		$97.5K Hold
157
– – 0.01% 167
2024
Q2 		$103K Hold
157
– – 0.01% 170
2024
Q1 		$102K Hold
157
– – 0.01% 173
2023
Q4 		$98.1K Hold
157
– – 0.01% 163
2023
Q3 		$80.2K Hold
157
– – 0.01% 164
2023
Q2 		$71.9K Hold
157
– – 0.01% 180
2023
Q1 		$70K Buy
+157
New +$64.5K 0.01% 175

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

Avalon Trust's INTU Position: Q1 2026 in Review

Avalon Trust increased its Intuit (INTU) stake by 19% in Q1 2026, buying an estimated $16.2K and bringing the position to 217 shares worth $93.8K. The position accounts for 0.01% of the portfolio, ranked #222.

Avalon Trust first reported a position in INTU in Q1 2023 and has held it in 13 quarters since. The position peaked at $139K in Q2 2025. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Avalon Trust held 217 shares of Intuit worth $93.8K as of Q1 2026.
  • Avalon Trust bought 34 Intuit shares in Q1 2026, an estimated $16.2K.
  • Intuit made up 0.01% of Avalon Trust's portfolio in Q1 2026, its #222 holding.
  • Avalon Trust first reported a position in Intuit in Q1 2023 and has held it in 13 quarters since.
  • Avalon Trust's Intuit position peaked at $139K in Q2 2025.
  • 2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Avalon Trust's 13F filing for Q1 2026, filed 6 May 2026.