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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

INTU holding history

Intuit Inc. in every 13F filed by Creative Planning, 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)
75,380
Value
$19.7M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of INTU by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202675,380$19.7M<0.1%−17,470−18.8%ReducedHolders
Q1 202692,850$40.1M<0.1%+17,910+23.9%AddedHolders
Q4 202574,940$49.6M<0.1%+5,141+7.4%AddedHolders
Q3 202569,799$47.7M<0.1%+4,944+7.6%AddedHolders
Q2 202564,855$51.1M<0.1%+2,757+4.4%AddedHolders
Q1 202562,098$38.1M<0.1%+5,881+10.5%AddedHolders
Q4 202456,217$35.3M<0.1%+2,665+5.0%AddedHolders
Q3 202453,552$33.3M<0.1%+2,836+5.6%AddedHolders
Q2 202450,716$33.3M<0.1%+317+0.6%AddedHolders
Q1 202450,399$32.8M<0.1%+3,354+7.1%AddedHolders
Q4 202347,045$29.4M0.1%+1,455+3.2%AddedHolders
Q3 202345,590$23.3M<0.1%+1,908+4.4%AddedHolders
Q2 202343,682$20.0M<0.1%+2,451+5.9%AddedHolders
Q1 202341,231$18.4M<0.1%+1,012+2.5%AddedHolders
Q4 202240,219$15.7M<0.1%+2,577+6.8%AddedHolders
Q3 202237,642$14.6M<0.1%+1,671+4.6%AddedHolders
Q2 202235,971$13.9M<0.1%+5,410+17.7%AddedHolders
Q1 202230,561$14.7M<0.1%−1,029−3.3%ReducedHolders
Q4 202131,590$20.3M<0.1%−969−3.0%ReducedHolders
Q3 202132,559$17.6M<0.1%−3,737−10.3%ReducedHolders
Q2 202136,296$17.8M<0.1%−19,249−34.7%ReducedHolders
Q1 202155,545$21.3M<0.1%––Holders

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