Avidian Wealth Enterprises’s Intuit INTU Stock Holding History

Avidian Wealth Enterprises’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	$372K	Buy	1,426 +463	+48%	+$161K	0.01%	542
2026 Q1	$417K	Buy	963 +332	+53%	+$158K	0.01%	473
2025 Q4	$418K	Buy	631 +100	+19%	+$66.1K	0.02%	411
2025 Q3	$362K	Buy	531 +47	+10%	+$33.9K	0.01%	431
2025 Q2	$382K	Buy	+484	New	+$328K	0.02%	394
2025 Q1	–	Sell	-657	Closed	-$413K	–	535
2024 Q4	$413K	Sell	657 -10	-1%	-$6.39K	0.02%	336
2024 Q3	$414K	Buy	667 +177	+36%	+$113K	0.02%	332
2024 Q2	$322K	Buy	+490	New	+$304K	0.01%	380

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

Avidian Wealth Enterprises's INTU Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Intuit (INTU) stake by 48% in Q2 2026, buying an estimated $161K and bringing the position to 1,426 shares worth $372K. The position accounts for 0.01% of the portfolio, ranked #542.

Avidian Wealth Enterprises first reported a position in INTU in Q2 2024 and has held it in 8 quarters since. The position peaked at $418K in Q4 2025. 665 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Avidian Wealth Enterprises held 1,426 shares of Intuit worth $372K as of Q2 2026.
Avidian Wealth Enterprises bought 463 Intuit shares in Q2 2026, an estimated $161K.
Intuit made up 0.01% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #542 holding.
Avidian Wealth Enterprises first reported a position in Intuit in Q2 2024 and has held it in 8 quarters since.
Avidian Wealth Enterprises's Intuit position peaked at $418K in Q4 2025.
665 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.