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 Q2	–	Sell	-496	Closed	-$214K	–	147
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Aviso Wealth Management's INTU Position: Q2 2026 in Review

Aviso Wealth Management sold out of Intuit (INTU) in Q2 2026, closing a stake of 496 shares — an estimated $214K sold.

Aviso Wealth Management first reported a position in INTU in Q1 2024 and held it in 9 quarters. The position peaked at $442K in Q2 2025. 1,749 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Aviso Wealth Management reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
Aviso Wealth Management sold 496 Intuit shares in Q2 2026, an estimated $214K.
Aviso Wealth Management first reported a position in Intuit in Q1 2024 and held it in 9 quarters.
Aviso Wealth Management's Intuit position peaked at $442K in Q2 2025.
1,749 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Aviso Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.