United Bank (Virginia)’s Intuit INTU Stock Holding History

United Bank (Virginia)’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 Q3	–	Sell	-273	Closed	-$215K	–	136
2025 Q2	$215K	Buy	+273	New	+$185K	0.03%	132
2025 Q1	–	Sell	-330	Closed	-$207K	–	141
2024 Q4	$207K	Sell	330 -14	-4%	-$8.95K	0.02%	126
2024 Q3	$214K	Sell	344 -53	-13%	-$33.8K	0.02%	129
2024 Q2	$261K	Buy	+397	New	+$246K	0.03%	122
2024 Q1	–	Sell	-1,642	Closed	-$1.03M	–	151
2023 Q4	$1.03M	Sell	1,642 -6	-0.4%	-$3.31K	0.13%	63
2023 Q3	$842K	Buy	1,648 +6	+0.4%	+$3.04K	0.11%	67
2023 Q2	$752K	Hold	1,642	–	–	0.09%	81
2023 Q1	$732K	Hold	1,642	–	–	0.09%	87
2022 Q4	$639K	Hold	1,642	–	–	0.09%	85
2022 Q3	$636K	Hold	1,642	–	–	0.1%	86
2022 Q2	$633K	Hold	1,642	–	–	0.09%	87
2022 Q1	$790K	Sell	1,642 -297	-15%	-$152K	0.1%	83
2021 Q4	$1.25M	Hold	1,939	–	–	0.15%	68
2021 Q3	$1.05M	Hold	1,939	–	–	0.14%	72
2021 Q2	$950K	Buy	1,939 +29	+2%	+$12.6K	0.13%	78
2021 Q1	$732K	Buy	1,910 +297	+18%	+$114K	0.1%	95
2020 Q4	$613K	Buy	+1,613	New	+$566K	0.09%	103

Other funds holding INTU

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Geode Capital Management

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

T. Rowe Price Associates

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

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

Wellington Management Group

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return