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Trivant Custom Portfolio Group’s Intuit INTU Stock Holding History

Trivant Custom Portfolio Group’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 		– Sell
-683
Closed -$452K – 85
2025
Q4 		$452K Sell
683
-7
-1% -$4.63K 0.26% 68
2025
Q3 		$471K Hold
690
– – 0.24% 72
2025
Q2 		$543K Hold
690
– – 0.3% 71
2025
Q1 		$424K Sell
690
-415
-38% -$249K 0.24% 71
2024
Q4 		$694K Hold
1,105
– – 0.41% 54
2024
Q3 		$686K Hold
1,105
– – 0.4% 56
2024
Q2 		$726K Sell
1,105
-20
-2% -$12.4K 0.45% 47
2024
Q1 		$731K Sell
1,125
-7,322
-87% -$4.67M 0.47% 44
2023
Q4 		$5.28M Buy
8,447
+144
+2% +$79.4K 3.52% 3
2023
Q3 		$4.24M Buy
8,303
+53
+0.6% +$26.8K 3.12% 6
2023
Q2 		$3.78M Buy
8,250
+57
+0.7% +$25K 2.67% 8
2023
Q1 		$3.65M Buy
+8,193
New +$3.36M 2.61% 8

Other funds holding INTU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Trivant Custom Portfolio Group's INTU Position: Q1 2026 in Review

Trivant Custom Portfolio Group sold out of Intuit (INTU) in Q1 2026, closing a stake of 683 shares — an estimated $452K sold.

Trivant Custom Portfolio Group first reported a position in INTU in Q1 2023 and held it in 12 quarters. The position peaked at $5.28M in Q4 2023. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Trivant Custom Portfolio Group reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
  • Trivant Custom Portfolio Group sold 683 Intuit shares in Q1 2026, an estimated $452K.
  • Trivant Custom Portfolio Group first reported a position in Intuit in Q1 2023 and held it in 12 quarters.
  • Trivant Custom Portfolio Group's Intuit position peaked at $5.28M in Q4 2023.
  • 2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Trivant Custom Portfolio Group's 13F filing for Q1 2026, filed 14 May 2026.