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Avantra Family Wealth’s Intuit INTU Stock Holding History

Avantra Family Wealth’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 		– Sell
-594
Closed -$257K – 181
2026
Q1 		$257K Sell
594
-220
-27% -$105K 0.19% 142
2025
Q4 		$539K Buy
814
+25
+3% +$16.5K 0.39% 78
2025
Q3 		$539K Buy
789
+10
+1% +$7.21K 0.4% 75
2025
Q2 		$614K Buy
779
+18
+2% +$12.2K 0.51% 55
2025
Q1 		$467K Sell
761
-422
-36% -$253K 0.45% 81
2024
Q4 		$744K Buy
+1,183
New +$756K 0.69% 45

Other funds holding INTU

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Avantra Family Wealth's INTU Position: Q2 2026 in Review

Avantra Family Wealth sold out of Intuit (INTU) in Q2 2026, closing a stake of 594 shares — an estimated $257K sold.

Avantra Family Wealth first reported a position in INTU in Q4 2024 and held it in 6 quarters. The position peaked at $744K in Q4 2024. 705 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Avantra Family Wealth reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
  • Avantra Family Wealth sold 594 Intuit shares in Q2 2026, an estimated $257K.
  • Avantra Family Wealth first reported a position in Intuit in Q4 2024 and held it in 6 quarters.
  • Avantra Family Wealth's Intuit position peaked at $744K in Q4 2024.
  • 705 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Avantra Family Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.