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Livermore
Livermore
ZHEN

Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

INTU holding history

Intuit Inc. in every 13F filed by Clearstead Advisors, 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 2026 holdings

Shares (Q2 2026)
7,342
Value
$1.92M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of INTU by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,342$1.92M<0.1%+1,768+31.7%AddedHolders
Q1 20265,574$2.41M<0.1%−867−13.5%ReducedHolders
Q4 20256,441$4.27M0.1%+815+14.5%AddedHolders
Q3 20255,626$3.84M0.1%+1,138+25.4%AddedHolders
Q2 20254,488$3.54M<0.1%+391+9.5%AddedHolders
Q1 20254,097$2.52M<0.1%+583+16.6%AddedHolders
Q4 20243,514$2.21M<0.1%+62+1.8%AddedHolders
Q3 20243,452$2.14M<0.1%+45+1.3%AddedHolders
Q2 20243,407$2.24M<0.1%+1,053+44.7%AddedHolders
Q1 20242,354$1.48M0.1%−50−2.1%ReducedHolders
Q4 20232,404$1.50M0.1%+17+0.7%AddedHolders
Q3 20232,387$1.22M0.1%−50−2.1%ReducedHolders
Q2 20232,437$1.12M0.1%−2−0.1%ReducedHolders
Q1 20232,439$1.09M0.1%+923+60.9%AddedHolders
Q4 20221,516$590.2K<0.1%+3+0.2%AddedHolders
Q3 20221,513$586.0K0.1%−842−35.8%ReducedHolders
Q2 20222,355$908.0K0.1%+217+10.1%AddedHolders
Q1 20222,138$1.03M0.1%+133+6.6%AddedHolders
Q4 20212,005$1.29M0.1%+92+4.8%AddedHolders
Q3 20211,913$1.03M0.1%+86+4.7%AddedHolders
Q2 20211,827$895.0K0.1%00.0%UnchangedHolders
Q1 20211,827$700.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.