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Avantax Advisory Services’s Intuit INTU Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$21.9M Buy
27,759
+1,930
+7% +$1.31M 0.12% 135
2025
Q1 		$15.9M Buy
25,829
+1,527
+6% +$917K 0.1% 162
2024
Q4 		$15.3M Buy
24,302
+1,498
+7% +$957K 0.1% 155
2024
Q3 		$14.2M Buy
22,804
+564
+3% +$360K 0.09% 164
2024
Q2 		$14.6M Buy
22,240
+7,257
+48% +$4.5M 0.1% 152
2024
Q1 		$9.74M Buy
14,983
+685
+5% +$437K 0.09% 177
2023
Q4 		$8.94M Sell
14,298
-600
-4% -$331K 0.09% 182
2023
Q3 		$7.61M Buy
14,898
+436
+3% +$221K 0.09% 182
2023
Q2 		$6.63M Buy
14,462
+463
+3% +$203K 0.08% 201
2023
Q1 		$6.24M Buy
13,999
+873
+7% +$358K 0.08% 203
2022
Q4 		$5.11M Sell
13,126
-2,431
-16% -$964K 0.07% 221
2022
Q3 		$6.03M Buy
15,557
+1,199
+8% +$518K 0.09% 168
2022
Q2 		$5.53M Buy
14,358
+722
+5% +$299K 0.08% 180
2022
Q1 		$6.54M Buy
13,636
+1,251
+10% +$641K 0.09% 162
2021
Q4 		$7.98M Buy
12,385
+1,022
+9% +$631K 0.12% 136
2021
Q3 		$6.14M Buy
11,363
+1,524
+15% +$821K 0.1% 153
2021
Q2 		$4.82M Buy
9,839
+1,661
+20% +$720K 0.09% 175
2021
Q1 		$3.14M Buy
8,178
+1,221
+18% +$470K 0.07% 214
2020
Q4 		$2.65M Sell
6,957
-3,245
-32% -$1.14M 0.06% 213
2020
Q3 		$3.35M Buy
10,202
+5,202
+104% +$1.63M 0.05% 263
2020
Q2 		$1.49M Buy
5,000
+3,669
+276% +$1.01M 0.04% 273
2020
Q1 		$307K Buy
+1,331
New +$360K 0.01% 566

Other funds holding INTU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Avantax Advisory Services's INTU Position: Q2 2025 in Review

Avantax Advisory Services increased its Intuit (INTU) stake by 7.5% in Q2 2025, buying an estimated $1.31M and bringing the position to 27,759 shares worth $21.9M. The position accounts for 0.12% of the portfolio, ranked #135.

Avantax Advisory Services first reported a position in INTU in Q1 2020 and has held it in 22 quarters since. 2,208 funds tracked by Wall St. Rank hold INTU as of Q2 2025.

  • Avantax Advisory Services held 27,759 shares of Intuit worth $21.9M as of Q2 2025.
  • Avantax Advisory Services bought 1,930 Intuit shares in Q2 2025, an estimated $1.31M.
  • Intuit made up 0.12% of Avantax Advisory Services's portfolio in Q2 2025, its #135 holding.
  • Avantax Advisory Services first reported a position in Intuit in Q1 2020 and has held it in 22 quarters since.
  • 2,208 funds tracked by Wall St. Rank held Intuit as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.