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 Q2	$324K	Sell	1,241 -55	-4%	-$19.2K	0.1%	224
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Tred Avon Family Wealth's INTU Position: Q2 2026 in Review

Tred Avon Family Wealth reduced its Intuit (INTU) stake by 4.2% in Q2 2026, selling an estimated $19.2K and leaving 1,241 shares worth $324K. The position accounts for 0.1% of the portfolio, ranked #224.

Tred Avon Family Wealth first reported a position in INTU in Q3 2025 and has held it in 4 quarters since. The position peaked at $873K in Q4 2025. 1,753 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Tred Avon Family Wealth held 1,241 shares of Intuit worth $324K as of Q2 2026.
Tred Avon Family Wealth sold 55 Intuit shares in Q2 2026, an estimated $19.2K.
Intuit made up 0.1% of Tred Avon Family Wealth's portfolio in Q2 2026, its #224 holding.
Tred Avon Family Wealth first reported a position in Intuit in Q3 2025 and has held it in 4 quarters since.
Tred Avon Family Wealth's Intuit position peaked at $873K in Q4 2025.
1,753 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Tred Avon Family Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.