Trevian Wealth Management’s Intuit INTU Stock Holding History

Trevian Wealth Management’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	$437K	Sell	1,011 -3	-0.3%	-$1.43K	0.22%	33
2025 Q4	$672K	Buy	1,014 +4	+0.4%	+$2.64K	0.32%	33
2025 Q3	$690K	Buy	+1,010	New	+$728K	0.37%	25
2022 Q2	–	Sell	-438	Closed	-$210K	–	37
2022 Q1	$210K	Hold	438	–	–	0.2%	38
2021 Q4	$282K	Buy	+438	New	+$270K	0.27%	33

Other funds holding INTU

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Trevian Wealth Management's INTU Position: Q1 2026 in Review

Trevian Wealth Management reduced its Intuit (INTU) stake by 0.3% in Q1 2026, selling an estimated $1.43K and leaving 1,011 shares worth $437K. The position accounts for 0.22% of the portfolio, ranked #33.

Trevian Wealth Management first reported a position in INTU in Q4 2021 and has held it in 5 quarters since. The position peaked at $690K in Q3 2025. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

Trevian Wealth Management held 1,011 shares of Intuit worth $437K as of Q1 2026.
Trevian Wealth Management sold 3 Intuit shares in Q1 2026, an estimated $1.43K.
Intuit made up 0.22% of Trevian Wealth Management's portfolio in Q1 2026, its #33 holding.
Trevian Wealth Management first reported a position in Intuit in Q4 2021 and has held it in 5 quarters since.
Trevian Wealth Management's Intuit position peaked at $690K in Q3 2025.
2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Trevian Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.