Trivium Point Advisory’s Intuit INTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$608K Sell
1,406
-562
-29% -$268K 0.11% 172
2025
Q4
$1.3M Buy
1,968
+202
+11% +$133K 0.13% 156
2025
Q3
$1.21M Buy
1,766
+967
+121% +$697K 0.12% 159
2025
Q2
$629K Buy
799
+276
+53% +$187K 0.07% 220
2025
Q1
$321K Buy
523
+87
+20% +$52.2K 0.04% 275
2024
Q4
$274K Buy
436
+73
+20% +$46.6K 0.03% 297
2024
Q3
$256K Buy
363
+46
+15% +$29.4K 0.04% 299
2024
Q2
$208K Buy
+317
New +$197K 0.03% 293

Other funds holding INTU

Trivium Point Advisory's INTU Position: Q1 2026 in Review

Trivium Point Advisory reduced its Intuit (INTU) stake by 29% in Q1 2026, selling an estimated $268K and leaving 1,406 shares worth $608K. The position accounts for 0.11% of the portfolio, ranked #172.

Trivium Point Advisory first reported a position in INTU in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.3M in Q4 2025. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Trivium Point Advisory held 1,406 shares of Intuit worth $608K as of Q1 2026.
  • Trivium Point Advisory sold 562 Intuit shares in Q1 2026, an estimated $268K.
  • Intuit made up 0.11% of Trivium Point Advisory's portfolio in Q1 2026, its #172 holding.
  • Trivium Point Advisory first reported a position in Intuit in Q2 2024 and has held it in 8 quarters since.
  • Trivium Point Advisory's Intuit position peaked at $1.3M in Q4 2025.
  • 2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Trivium Point Advisory's 13F filing for Q1 2026, filed 21 Apr 2026.