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Appleton Partners Inc

SEC CIK
0001055290
Latest filing
Jul 21, 2026

INTU holding history

Intuit Inc. in every 13F filed by Appleton Partners Inc, 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)
7,918
Value
$2.07M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of INTU by Appleton Partners Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,918$2.07M0.1%−281−3.4%ReducedHolders
Q1 20268,199$3.54M0.2%−15,375−65.2%ReducedHolders
Q4 202523,574$15.6M1.0%−159−0.7%ReducedHolders
Q3 202523,733$16.2M1.1%+1,653+7.5%AddedHolders
Q2 202522,080$17.4M1.2%−1,816−7.6%ReducedHolders
Q1 202523,896$14.7M1.1%−384−1.6%ReducedHolders
Q4 202424,280$15.3M1.1%−67−0.3%ReducedHolders
Q3 202424,347$15.1M1.1%−2,267−8.5%ReducedHolders
Q2 202426,614$17.5M1.3%+1,587+6.3%AddedHolders
Q1 202425,027$16.3M1.3%−2,282−8.4%ReducedHolders
Q4 202327,309$17.1M1.4%−2,424−8.2%ReducedHolders
Q3 202329,733$15.2M1.4%−1,428−4.6%ReducedHolders
Q2 202331,161$14.3M1.2%−599−1.9%ReducedHolders
Q1 202331,760$14.2M1.3%−102−0.3%ReducedHolders
Q4 202231,862$12.4M1.2%−436−1.3%ReducedHolders
Q3 202232,298$12.5M1.3%−996−3.0%ReducedHolders
Q2 202233,294$12.8M1.2%−420−1.2%ReducedHolders
Q1 202233,714$16.2M1.3%−872−2.5%ReducedHolders
Q4 202134,586$22.2M1.7%−574−1.6%ReducedHolders
Q3 202135,160$19.0M1.6%−561−1.6%ReducedHolders
Q2 202135,721$17.5M1.5%−1,690−4.5%ReducedHolders
Q1 202137,411$14.3M1.3%––Holders

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