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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Avion Wealth's INTU Position: Q1 2026 in Review

Avion Wealth reduced its Intuit (INTU) stake by 26% in Q1 2026, selling an estimated $6.2K and leaving 37 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #389.

Avion Wealth first reported a position in INTU in Q2 2022 and has held it in 14 quarters since. The position peaked at $42K in Q2 2025. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

Avion Wealth held 37 shares of Intuit worth $15K as of Q1 2026.
Avion Wealth sold 13 Intuit shares in Q1 2026, an estimated $6.2K.
Intuit made up ﹤0.01% of Avion Wealth's portfolio in Q1 2026, its #389 holding.
Avion Wealth first reported a position in Intuit in Q2 2022 and has held it in 14 quarters since.
Avion Wealth's Intuit position peaked at $42K in Q2 2025.
2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.