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Tred Avon Family Wealth’s Intuit INTU Stock Holding History

Tred Avon Family 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 		$560K Sell
1,296
-22
-2% -$10.5K 0.19% 155
2025
Q4 		$873K Buy
1,318
+465
+55% +$307K 0.28% 93
2025
Q3 		$583K Buy
+853
New +$615K 0.2% 137

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

Tred Avon Family Wealth's INTU Position: Q1 2026 in Review

Tred Avon Family Wealth reduced its Intuit (INTU) stake by 1.7% in Q1 2026, selling an estimated $10.5K and leaving 1,296 shares worth $560K. The position accounts for 0.19% of the portfolio, ranked #155.

Tred Avon Family Wealth first reported a position in INTU in Q3 2025 and has held it in 3 quarters since. The position peaked at $873K in Q4 2025. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Tred Avon Family Wealth held 1,296 shares of Intuit worth $560K as of Q1 2026.
  • Tred Avon Family Wealth sold 22 Intuit shares in Q1 2026, an estimated $10.5K.
  • Intuit made up 0.19% of Tred Avon Family Wealth's portfolio in Q1 2026, its #155 holding.
  • Tred Avon Family Wealth first reported a position in Intuit in Q3 2025 and has held it in 3 quarters since.
  • Tred Avon Family Wealth's Intuit position peaked at $873K in Q4 2025.
  • 2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Tred Avon Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.