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 Q2	$13.1K	Sell	50 -167	-77%	-$58.2K	﹤0.01%	386
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Avalon Trust's INTU Position: Q2 2026 in Review

Avalon Trust reduced its Intuit (INTU) stake by 77% in Q2 2026, selling an estimated $58.2K and leaving 50 shares worth $13.1K. The position accounts for ﹤0.01% of the portfolio, ranked #386.

Avalon Trust first reported a position in INTU in Q1 2023 and has held it in 14 quarters since. The position peaked at $139K in Q2 2025. 1,753 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Avalon Trust held 50 shares of Intuit worth $13.1K as of Q2 2026.
Avalon Trust sold 167 Intuit shares in Q2 2026, an estimated $58.2K.
Intuit made up ﹤0.01% of Avalon Trust's portfolio in Q2 2026, its #386 holding.
Avalon Trust first reported a position in Intuit in Q1 2023 and has held it in 14 quarters since.
Avalon Trust's Intuit position peaked at $139K in Q2 2025.
1,753 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Avalon Trust's 13F filing for Q2 2026, filed 6 Aug 2026.