Avestar Capital
INTU icon

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
Q3 		$840K Sell
3,046
-100
-3% -$31.4K 0.07% 255
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 0.28% 68
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% +$2.36K ﹤0.01% 597
2017
Q4 		$1K Buy
+7
New +$1.07K ﹤0.01% 701

Other funds holding INTU

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Avestar Capital's INTU Position: Q3 2026 in Review

Avestar Capital reduced its Intuit (INTU) stake by 3.2% in Q3 2026, selling an estimated $31.4K and leaving 3,046 shares worth $840K. The position accounts for 0.07% of the portfolio, ranked #255.

Avestar Capital first reported a position in INTU in Q4 2017 and has held it in 27 quarters since. The position peaked at $3.63M in Q2 2025. 1,097 funds tracked by Wall St. Rank hold INTU as of Q3 2026.

  • Avestar Capital held 3,046 shares of Intuit worth $840K as of Q3 2026.
  • Avestar Capital sold 100 Intuit shares in Q3 2026, an estimated $31.4K.
  • Intuit made up 0.07% of Avestar Capital's portfolio in Q3 2026, its #255 holding.
  • Avestar Capital first reported a position in Intuit in Q4 2017 and has held it in 27 quarters since.
  • Avestar Capital's Intuit position peaked at $3.63M in Q2 2025.
  • 1,097 funds tracked by Wall St. Rank held Intuit as of Q3 2026.

Based on Avestar Capital's 13F filing for Q3 2026, filed 28 Oct 2026.