Avior Wealth Management’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $271K | Sell |
1,039
-230
| -18% | -$80.1K | 0.01% | 683 |
|
|
2026
Q1 | $549K | Buy |
1,269
+23
| +2% | +$11K | 0.02% | 508 |
|
|
2025
Q4 | $825K | Buy |
1,246
+151
| +14% | +$99.8K | 0.03% | 341 |
|
|
2025
Q3 | $747K | Buy |
1,095
+112
| +11% | +$80.7K | 0.02% | 359 |
|
|
2025
Q2 | $774K | Sell |
983
-142
| -13% | -$96.1K | 0.03% | 335 |
|
|
2025
Q1 | $691K | Buy |
1,125
+561
| +99% | +$337K | 0.03% | 335 |
|
|
2024
Q4 | $355K | Buy |
564
+392
| +228% | +$250K | 0.01% | 542 |
|
|
2024
Q3 | $107K | Buy |
172
+1
| +0.6% | +$638 | ﹤0.01% | 870 |
|
|
2024
Q2 | $112K | Sell |
171
-164
| -49% | -$102K | ﹤0.01% | 827 |
|
|
2024
Q1 | $218K | Buy |
335
+245
| +272% | +$156K | 0.01% | 686 |
|
|
2023
Q4 | $56.3K | Hold |
90
| – | – | ﹤0.01% | 711 |
|
|
2023
Q3 | $46K | Sell |
90
-3
| -3% | -$1.52K | ﹤0.01% | 775 |
|
|
2023
Q2 | $42.6K | Hold |
93
| – | – | ﹤0.01% | 802 |
|
|
2023
Q1 | $41.5K | Buy |
93
+85
| +1,063% | +$34.9K | ﹤0.01% | 822 |
|
|
2022
Q4 | $3.11K | Hold |
8
| – | – | ﹤0.01% | 1010 |
|
|
2022
Q3 | $3K | Hold |
8
| – | – | ﹤0.01% | 987 |
|
|
2022
Q2 | $3K | Hold |
8
| – | – | ﹤0.01% | 914 |
|
|
2022
Q1 | $3K | Hold |
8
| – | – | ﹤0.01% | 951 |
|
|
2021
Q4 | $5K | Hold |
8
| – | – | ﹤0.01% | 885 |
|
|
2021
Q3 | $4K | Hold |
8
| – | – | ﹤0.01% | 875 |
|
|
2021
Q2 | $3K | Sell |
8
-75
| -90% | -$32.5K | ﹤0.01% | 865 |
|
|
2021
Q1 | $31K | Buy |
83
+1
| +1% | +$385 | ﹤0.01% | 571 |
|
|
2020
Q4 | $31K | Hold |
82
| – | – | ﹤0.01% | 544 |
|
|
2020
Q3 | $26K | Hold |
82
| – | – | ﹤0.01% | 563 |
|
|
2020
Q2 | $24K | Hold |
82
| – | – | ﹤0.01% | 549 |
|
|
2020
Q1 | $18K | Buy |
82
+75
| +1,071% | +$20.3K | ﹤0.01% | 520 |
|
|
2019
Q4 | $1K | Hold |
7
| – | – | ﹤0.01% | 752 |
|
|
2019
Q3 | $1K | Hold |
7
| – | – | ﹤0.01% | 724 |
|
|
2019
Q2 | $2K | Buy |
+7
| New | +$1.78K | ﹤0.01% | 726 |
|
|
2018
Q2 | – | Sell |
-6
| Closed | -$1K | – | 819 |
|
|
2018
Q1 | $1K | Hold |
6
| – | – | ﹤0.01% | 738 |
|
|
2017
Q4 | $1K | Buy |
+6
| New | +$914 | ﹤0.01% | 742 |
|
|
2016
Q3 | – | Sell |
-30
| Closed | -$3K | – | 480 |
|
|
2016
Q2 | $3K | Hold |
30
| – | – | ﹤0.01% | 399 |
|
|
2016
Q1 | $3K | Hold |
30
| – | – | ﹤0.01% | 417 |
|
|
2015
Q4 | $3K | Buy |
+30
| New | +$2.9K | ﹤0.01% | 393 |
|
Other funds holding INTU
LWCFA
LT
ATO
Avior Wealth Management's INTU Position: Q2 2026 in Review
Avior Wealth Management reduced its Intuit (INTU) stake by 18% in Q2 2026, selling an estimated $80.1K and leaving 1,039 shares worth $271K. The position accounts for 0.01% of the portfolio, ranked #683.
Avior Wealth Management first reported a position in INTU in Q4 2015 and has held it in 34 quarters since. The position peaked at $825K in Q4 2025. 705 funds tracked by Wall St. Rank hold INTU as of Q2 2026.
- Avior Wealth Management held 1,039 shares of Intuit worth $271K as of Q2 2026.
- Avior Wealth Management sold 230 Intuit shares in Q2 2026, an estimated $80.1K.
- Intuit made up 0.01% of Avior Wealth Management's portfolio in Q2 2026, its #683 holding.
- Avior Wealth Management first reported a position in Intuit in Q4 2015 and has held it in 34 quarters since.
- Avior Wealth Management's Intuit position peaked at $825K in Q4 2025.
- 705 funds tracked by Wall St. Rank held Intuit as of Q2 2026.
Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.