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Avestar Capital’s Intuit INTU Stock Holding History

Avestar Capital’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 		$821K Sell
3,146
-1,095
-26% -$381K 0.05% 276
2026
Q1 		$1.83M Sell
4,241
-182
-4% -$86.8K 0.12% 137
2025
Q4 		$2.93M Buy
4,423
+22
+0.5% +$14.5K 0.19% 87
2025
Q3 		$3.01M Sell
4,401
-208
-5% -$150K 0.2% 91
2025
Q2 		$3.63M Buy
4,609
+510
+12% +$345K 0.25% 74
2025
Q1 		$2.52M Sell
4,099
-64
-2% -$38.4K 0.22% 86
2024
Q4 		$2.62M Buy
4,163
+210
+5% +$134K 0.22% 86
2024
Q3 		$2.46M Sell
3,953
-276
-7% -$176K 0.25% 72
2024
Q2 		$2.78M Buy
4,229
+549
+15% +$341K 0.29% 66
2024
Q1 		$2.39M Buy
3,680
+388
+12% +$248K 0.25% 76
2023
Q4 		$2.06M Buy
3,292
+360
+12% +$199K 0.23% 67
2023
Q3 		$1.5M Buy
2,932
+190
+7% +$96.1K 0.21% 72
2023
Q2 		$1.26M Buy
2,742
+215
+9% +$94.2K 0.2% 62
2023
Q1 		$1.13M Buy
2,527
+1,468
+139% +$603K 0.2% 64
2022
Q4 		$412K Buy
1,059
+42
+4% +$16.7K 0.07% 162
2022
Q3 		$394K Buy
1,017
+186
+22% +$80.3K 0.1% 151
2022
Q2 		$320K Buy
831
+130
+19% +$53.8K 0.08% 196
2022
Q1 		$337K Buy
701
+75
+12% +$38.4K 0.05% 286
2021
Q4 		$403K Buy
+626
New +$386K 0.05% 290
2019
Q3 		– Sell
-18
Closed -$3K – 494
2019
Q2 		$3K Hold
18
– – ﹤0.01% 637
2019
Q1 		$3K Hold
18
– – ﹤0.01% 614
2018
Q4 		$2K Hold
18
– – ﹤0.01% 634
2018
Q3 		$3K Sell
18
-6
-25% -$1.29K ﹤0.01% 601
2018
Q2 		$3K Buy
24
+3
+14% +$575 ﹤0.01% 640
2018
Q1 		$3K Buy
21
+14
+200% +$2.35K ﹤0.01% 597
2017
Q4 		$1K Buy
+7
New +$1.07K ﹤0.01% 701

Other funds holding INTU

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Avestar Capital's INTU Position: Q2 2026 in Review

Avestar Capital reduced its Intuit (INTU) stake by 26% in Q2 2026, selling an estimated $381K and leaving 3,146 shares worth $821K. The position accounts for 0.05% of the portfolio, ranked #276.

Avestar Capital first reported a position in INTU in Q4 2017 and has held it in 26 quarters since. The position peaked at $3.63M in Q2 2025. 625 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Avestar Capital held 3,146 shares of Intuit worth $821K as of Q2 2026.
  • Avestar Capital sold 1,095 Intuit shares in Q2 2026, an estimated $381K.
  • Intuit made up 0.05% of Avestar Capital's portfolio in Q2 2026, its #276 holding.
  • Avestar Capital first reported a position in Intuit in Q4 2017 and has held it in 26 quarters since.
  • Avestar Capital's Intuit position peaked at $3.63M in Q2 2025.
  • 625 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Avestar Capital's 13F filing for Q2 2026, filed 29 Jul 2026.