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Aviso Wealth Management’s Intuit INTU Stock Holding History

Aviso Wealth Management’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 		$214K Sell
496
-51
-9% -$24.3K 0.1% 136
2025
Q4 		$362K Sell
547
-6
-1% -$3.96K 0.15% 110
2025
Q3 		$378K Sell
553
-8
-1% -$5.77K 0.16% 103
2025
Q2 		$442K Sell
561
-18
-3% -$12.2K 0.21% 95
2025
Q1 		$356K Buy
579
+217
+60% +$130K 0.19% 106
2024
Q4 		$228K Hold
362
– – 0.12% 129
2024
Q3 		$225K Hold
362
– – 0.12% 137
2024
Q2 		$238K Buy
362
+17
+5% +$10.5K 0.14% 134
2024
Q1 		$224K Buy
+345
New +$220K 0.14% 136

Other funds holding INTU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Aviso Wealth Management's INTU Position: Q1 2026 in Review

Aviso Wealth Management reduced its Intuit (INTU) stake by 9.3% in Q1 2026, selling an estimated $24.3K and leaving 496 shares worth $214K. The position accounts for 0.1% of the portfolio, ranked #136.

Aviso Wealth Management first reported a position in INTU in Q1 2024 and has held it in 9 quarters since. The position peaked at $442K in Q2 2025. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Aviso Wealth Management held 496 shares of Intuit worth $214K as of Q1 2026.
  • Aviso Wealth Management sold 51 Intuit shares in Q1 2026, an estimated $24.3K.
  • Intuit made up 0.1% of Aviso Wealth Management's portfolio in Q1 2026, its #136 holding.
  • Aviso Wealth Management first reported a position in Intuit in Q1 2024 and has held it in 9 quarters since.
  • Aviso Wealth Management's Intuit position peaked at $442K in Q2 2025.
  • 2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Aviso Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.