Avidian Wealth Enterprises
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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
Q3 		$388K Sell
1,406
-20
-1% -$6.28K 0.01% 544
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

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Robeco Institutional Asset Management
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Lindsell Train
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ProShare Advisors
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Pictet Asset Management
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Principal Financial Group
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Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Avidian Wealth Enterprises's INTU Position: Q3 2026 in Review

Avidian Wealth Enterprises reduced its Intuit (INTU) stake by 1.4% in Q3 2026, selling an estimated $6.28K and leaving 1,406 shares worth $388K. The position accounts for 0.01% of the portfolio, ranked #544.

Avidian Wealth Enterprises first reported a position in INTU in Q2 2024 and has held it in 9 quarters since. The position peaked at $418K in Q4 2025. 750 funds tracked by Wall St. Rank hold INTU as of Q3 2026.

  • Avidian Wealth Enterprises held 1,406 shares of Intuit worth $388K as of Q3 2026.
  • Avidian Wealth Enterprises sold 20 Intuit shares in Q3 2026, an estimated $6.28K.
  • Intuit made up 0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #544 holding.
  • Avidian Wealth Enterprises first reported a position in Intuit in Q2 2024 and has held it in 9 quarters since.
  • Avidian Wealth Enterprises's Intuit position peaked at $418K in Q4 2025.
  • 750 funds tracked by Wall St. Rank held Intuit as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.