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Avidian Wealth Solutions, LLC

SEC CIK
0001471474
Latest filing
Jul 24, 2026

INTU holding history

Intuit Inc. in every 13F filed by Avidian Wealth Solutions, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

INTU overviewAll 13F holders of INTUFull Q2 2026 holdings

Shares (Q2 2026)
1,426
Value
$372.1K
% of portfolio
<0.1%
Quarters held
8
Since Q2 2024
Holdings of INTU by Avidian Wealth Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,426$372.1K<0.1%+463+48.1%AddedHolders
Q1 2026963$416.6K<0.1%+332+52.6%AddedHolders
Q4 2025631$417.7K<0.1%+100+18.8%AddedHolders
Q3 2025531$362.3K<0.1%+47+9.7%AddedHolders
Q2 2025484$381.6K<0.1%+484NewHolders
Q1 20250$00.0%−657−100.0%Sold outHolders
Q4 2024657$412.7K<0.1%−10−1.5%ReducedHolders
Q3 2024667$413.9K<0.1%+177+36.1%AddedHolders
Q2 2024490$322.2K<0.1%+490NewHolders