Montag & Caldwell, LLC
- SEC CIK
- 0000067698
- Latest filing
- Aug 15, 2025
INTU holding history
Intuit Inc. in every 13F filed by Montag & Caldwell, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
INTU overviewAll 13F holders of INTUFull Q2 2025 holdings
- Shares (Q2 2025)
- 24,546
- Value
- $19.3M
- % of portfolio
- 4.2%
- Quarters held
- 13
- Since Q2 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2025 | 24,546 | $19.3M | 4.2% | −763−3.0% | Reduced | Holders |
| Q1 2025 | 25,309 | $15.5M | 3.6% | −1,204−4.5% | Reduced | Holders |
| Q4 2024 | 26,513 | $16.7M | 3.6% | −2,109−7.4% | Reduced | Holders |
| Q3 2024 | 28,622 | $17.8M | 3.6% | −1,244−4.2% | Reduced | Holders |
| Q2 2024 | 29,866 | $19.6M | 4.0% | −1,720−5.4% | Reduced | Holders |
| Q1 2024 | 31,586 | $20.5M | 3.5% | −875−2.7% | Reduced | Holders |
| Q4 2023 | 32,461 | $20.3M | 3.5% | −17,812−35.4% | Reduced | Holders |
| Q3 2023 | 50,273 | $25.7M | 3.3% | −398−0.8% | Reduced | Holders |
| Q2 2023 | 50,671 | $23.2M | 2.8% | +12,413+32.4% | Added | Holders |
| Q1 2023 | 38,258 | $17.1M | 2.3% | +154+0.4% | Added | Holders |
| Q4 2022 | 38,104 | $14.8M | 2.2% | +15,414+67.9% | Added | Holders |
| Q3 2022 | 22,690 | $8.79M | 1.3% | +1,834+8.8% | Added | Holders |
| Q2 2022 | 20,856 | $8.04M | 1.2% | +20,856 | New | Holders |