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Catherine Avery Investment Management’s Intuit INTU Stock Holding History

Catherine Avery Investment 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 		$78.3K Hold
300
– – 0.03% 70
2026
Q1 		$130K Hold
300
– – 0.06% 54
2025
Q4 		$199K Hold
300
– – 0.12% 53
2025
Q3 		$205K Hold
300
– – 0.13% 49
2025
Q2 		$236K Hold
300
– – 0.18% 46
2025
Q1 		$184K Hold
300
– – 0.17% 46
2024
Q4 		$189K Buy
+300
New +$192K 0.17% 46

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 $3.37T AUM 44.26% 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

Catherine Avery Investment Management's INTU Position: Q2 2026 in Review

Catherine Avery Investment Management held its Intuit (INTU) position steady in Q2 2026 at 300 shares worth $78.3K. The position accounts for 0.03% of the portfolio, ranked #70.

Catherine Avery Investment Management first reported a position in INTU in Q4 2024 and has held it in 7 quarters since. The position peaked at $236K in Q2 2025. 1,741 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Catherine Avery Investment Management held 300 shares of Intuit worth $78.3K as of Q2 2026.
  • Catherine Avery Investment Management left its Intuit share count unchanged in Q2 2026.
  • Intuit made up 0.03% of Catherine Avery Investment Management's portfolio in Q2 2026, its #70 holding.
  • Catherine Avery Investment Management first reported a position in Intuit in Q4 2024 and has held it in 7 quarters since.
  • Catherine Avery Investment Management's Intuit position peaked at $236K in Q2 2025.
  • 1,741 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Catherine Avery Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.