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Crestwood Advisors Group LLC

SEC CIK
0001426853
Latest filing
Aug 3, 2026

INTU holding history

Intuit Inc. in every 13F filed by Crestwood Advisors Group 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)
17,055
Value
$4.45M
% of portfolio
0.1%
Quarters held
21
Since Q2 2021
Holdings of INTU by Crestwood Advisors Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202617,055$4.45M0.1%−22,493−56.9%ReducedHolders
Q1 202639,548$17.1M0.3%+35,908+986.5%AddedHolders
Q4 20253,640$2.41M<0.1%+526+16.9%AddedHolders
Q3 20253,114$2.13M<0.1%+167+5.7%AddedHolders
Q2 20252,947$2.32M<0.1%+367+14.2%AddedHolders
Q1 20252,580$1.58M<0.1%+537+26.3%AddedHolders
Q4 20242,043$1.28M<0.1%+380+22.9%AddedHolders
Q3 20241,663$1.03M<0.1%+90+5.7%AddedHolders
Q2 20241,573$1.03M<0.1%−94−5.6%ReducedHolders
Q1 20241,667$1.08M<0.1%−234−12.3%ReducedHolders
Q4 20231,901$1.19M<0.1%+43+2.3%AddedHolders
Q3 20231,858$949.4K<0.1%+206+12.5%AddedHolders
Q2 20231,652$757.0K<0.1%+310+23.1%AddedHolders
Q1 20231,342$598.3K<0.1%−73−5.2%ReducedHolders
Q4 20221,415$550.7K<0.1%+70+5.2%AddedHolders
Q3 20221,345$521.0K<0.1%−3−0.2%ReducedHolders
Q2 20221,348$520.0K<0.1%−158−10.5%ReducedHolders
Q1 20221,506$724.0K<0.1%−472−23.9%ReducedHolders
Q4 20211,978$1.27M<0.1%−112−5.4%ReducedHolders
Q3 20212,090$1.13M<0.1%−9−0.4%ReducedHolders
Q2 20212,099$1.03M<0.1%+2,099NewHolders