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Intuit shares owned by Trevian Wealth Management

Quarter-by-quarter ownership of Intuit (INTU) shares owned by Trevian Wealth Management from 13F filings

Historical chart of Trevian Wealth Management investment in Intuit

Tip: Access up to 7 years of quarterly data

All positions including Intuit held by Trevian Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Intuit by Trevian Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $690k 1.0k 682.91
2022-03-31 $210k 438 479.45
2021-12-31 $282k 438 643.84

More positions owned by Trevian Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Ttl Stk (ITOT)
Northeast Bk Lewiston Me (NBN)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Ishares Core Msci Emkt (IEMG)
Amazon (AMZN)
Ishares Tr Core Msci Eafe (IEFA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Trevian Wealth Management

Top funds holding Intuit

Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
Wellington Management Company
Invesco
Northern Trust
Ubs Global Asset Management Americas
State Farm Mutual Automobile Insurance Company
Brown Advisory Holdings Incorporated
Goldman Sachs Group
FMR
Fisher Investments
Bank of New York Mellon

View all funds holding Intuit