Aventura Private Wealth’s Intuit INTU Stock Holding History

Aventura Private 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	$175K	Sell	669 -237	-26%	-$82.6K	0.05%	184
2026 Q1	$392K	Sell	906 -84	-8%	-$40.1K	0.14%	114
2025 Q4	$656K	Sell	990 -77	-7%	-$50.9K	0.24%	77
2025 Q3	$729K	Buy	1,067 +47	+5%	+$33.9K	0.27%	68
2025 Q2	$803K	Sell	1,020 -6	-0.6%	-$4.06K	0.35%	58
2025 Q1	$630K	Hold	1,026	–	–	0.33%	66
2024 Q4	$645K	Buy	+1,026	New	+$656K	0.35%	63

Other funds holding INTU

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 Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Aventura Private Wealth's INTU Position: Q2 2026 in Review

Aventura Private Wealth reduced its Intuit (INTU) stake by 26% in Q2 2026, selling an estimated $82.6K and leaving 669 shares worth $175K. The position accounts for 0.05% of the portfolio, ranked #184.

Aventura Private Wealth first reported a position in INTU in Q4 2024 and has held it in 7 quarters since. The position peaked at $803K in Q2 2025. 665 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Aventura Private Wealth held 669 shares of Intuit worth $175K as of Q2 2026.
Aventura Private Wealth sold 237 Intuit shares in Q2 2026, an estimated $82.6K.
Intuit made up 0.05% of Aventura Private Wealth's portfolio in Q2 2026, its #184 holding.
Aventura Private Wealth first reported a position in Intuit in Q4 2024 and has held it in 7 quarters since.
Aventura Private Wealth's Intuit position peaked at $803K in Q2 2025.
665 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.