Riverview Trust Company’s Intuit INTU Stock Holding History

Riverview Trust Company’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
2025 Q2	–	Sell	-313	Closed	-$192K	–	391
2025 Q1	$192K	Sell	313 -7	-2%	-$4.2K	0.19%	94
2024 Q4	$201K	Buy	320 +2	+0.6%	+$1.28K	0.18%	92
2024 Q3	$197K	Buy	318 +5	+2%	+$3.19K	0.17%	96
2024 Q2	$206K	Hold	313	–	–	0.2%	81
2024 Q1	$203K	Buy	+313	New	+$200K	0.16%	96
2023 Q4	–	Sell	-313	Closed	-$160K	–	353
2023 Q3	$160K	Hold	313	–	–	0.14%	107
2023 Q2	$143K	Hold	313	–	–	0.13%	108
2023 Q1	$140K	Hold	313	–	–	0.13%	110
2022 Q4	$122K	Sell	313 -533	-63%	-$211K	0.12%	125
2022 Q3	$328K	Buy	846 +141	+20%	+$60.9K	0.32%	57
2022 Q2	$272K	Buy	705 +10	+1%	+$4.14K	0.24%	73
2022 Q1	$334K	Buy	695 +162	+30%	+$83K	0.25%	72
2021 Q4	$343	Hold	533	–	–	0.2%	56
2021 Q3	$288K	Hold	533	–	–	0.3%	62
2021 Q2	$261K	Hold	533	–	–	0.28%	70
2021 Q1	$204K	Hold	533	–	–	0.23%	77
2020 Q4	$202K	Hold	533	–	–	0.22%	77
2020 Q3	$174K	Sell	533 -699	-57%	-$219K	0.2%	80
2020 Q2	$365K	Hold	1,232	–	–	0.35%	54
2020 Q1	$283K	Sell	1,232 -50	-4%	-$13.5K	0.27%	67
2019 Q4	$336K	Hold	1,282	–	–	0.23%	79
2019 Q3	$341K	Hold	1,282	–	–	0.24%	78
2019 Q2	$335K	Hold	1,282	–	–	0.24%	78
2019 Q1	$335K	Hold	1,282	–	–	0.25%	74
2018 Q4	$252K	Buy	+1,282	New	+$267K	0.2%	88

Other funds holding INTU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Riverview Trust Company's INTU Position: Q2 2025 in Review

Riverview Trust Company sold out of Intuit (INTU) in Q2 2025, closing a stake of 313 shares — an estimated $192K sold.

Riverview Trust Company first reported a position in INTU in Q4 2018 and held it in 25 quarters. The position peaked at $365K in Q2 2020. 2,208 funds tracked by Wall St. Rank hold INTU as of Q2 2025.

Riverview Trust Company reported no remaining Intuit position as of Q2 2025 after selling out during the quarter.
Riverview Trust Company sold 313 Intuit shares in Q2 2025, an estimated $192K.
Riverview Trust Company first reported a position in Intuit in Q4 2018 and held it in 25 quarters.
Riverview Trust Company's Intuit position peaked at $365K in Q2 2020.
2,208 funds tracked by Wall St. Rank held Intuit as of Q2 2025.

Based on Riverview Trust Company's 13F filing for Q2 2025, filed 21 Jul 2025.