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Avion Wealth’s Intuit INTU Stock Holding History

Avion 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 		$39K Buy
151
+114
+308% +$39.7K 0.01% 277
2026
Q1 		$15K Sell
37
-13
-26% -$6.2K ﹤0.01% 389
2025
Q4 		$33K Sell
50
-4
-7% -$2.64K 0.01% 265
2025
Q3 		$36K Hold
54
– – 0.01% 254
2025
Q2 		$42K Buy
54
+19
+54% +$12.9K 0.01% 219
2025
Q1 		$21K Hold
35
– – 0.01% 283
2024
Q4 		$21K Buy
35
+6
+21% +$3.83K 0.01% 283
2024
Q3 		$18K Buy
29
+9
+45% +$5.75K ﹤0.01% 278
2024
Q2 		$13K Buy
20
+5
+33% +$3.1K ﹤0.01% 289
2024
Q1 		$10K Sell
15
-1
-6% -$638 ﹤0.01% 313
2023
Q4 		$10K Sell
16
-7
-30% -$3.86K ﹤0.01% 281
2023
Q3 		$11K Buy
23
+8
+53% +$4.05K ﹤0.01% 259
2023
Q2 		$5K Buy
15
+13
+650% +$5.69K ﹤0.01% 354
2023
Q1 		$0 Buy
+2
New +$821 ﹤0.01% 650
2022
Q3 		– Sell
-15
Closed -$6K – 543
2022
Q2 		$6K Buy
+15
New +$6.21K ﹤0.01% 307

Other funds holding INTU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Avion Wealth's INTU Position: Q2 2026 in Review

Avion Wealth increased its Intuit (INTU) stake by 308% in Q2 2026, buying an estimated $39.7K and bringing the position to 151 shares worth $39K. The position accounts for 0.01% of the portfolio, ranked #277.

Avion Wealth first reported a position in INTU in Q2 2022 and has held it in 15 quarters since. The position peaked at $42K in Q2 2025. 1,753 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Avion Wealth held 151 shares of Intuit worth $39K as of Q2 2026.
  • Avion Wealth bought 114 Intuit shares in Q2 2026, an estimated $39.7K.
  • Intuit made up 0.01% of Avion Wealth's portfolio in Q2 2026, its #277 holding.
  • Avion Wealth first reported a position in Intuit in Q2 2022 and has held it in 15 quarters since.
  • Avion Wealth's Intuit position peaked at $42K in Q2 2025.
  • 1,753 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.