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Avion Wealth

SEC CIK
0001792704
Latest filing
Jul 31, 2026

INTU holding history

Intuit Inc. in every 13F filed by Avion Wealth, 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)
151
Value
$39.0K
% of portfolio
<0.1%
Quarters held
15
Since Q2 2022
Holdings of INTU by Avion Wealth, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026151$39.0K<0.1%+114+308.1%AddedHolders
Q1 202637$15.0K<0.1%−13−26.0%ReducedHolders
Q4 202550$33.0K<0.1%−4−7.4%ReducedHolders
Q3 202554$36.0K<0.1%00.0%UnchangedHolders
Q2 202554$42.0K<0.1%+19+54.3%AddedHolders
Q1 202535$21.0K<0.1%00.0%UnchangedHolders
Q4 202435$21.0K<0.1%+6+20.7%AddedHolders
Q3 202429$18.0K<0.1%+9+45.0%AddedHolders
Q2 202420$13.0K<0.1%+5+33.3%AddedHolders
Q1 202415$10.0K<0.1%−1−6.3%ReducedHolders
Q4 202316$10.0K<0.1%−7−30.4%ReducedHolders
Q3 202323$11.0K<0.1%+8+53.3%AddedHolders
Q2 202315$5.00K<0.1%+13+650.0%AddedHolders
Q1 20232$00.0%+2NewHolders
Q3 20220$00.0%−15−100.0%Sold outHolders
Q2 202215$6.00K<0.1%+15NewHolders