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Livermore
Livermore
ZHEN

EP Wealth Advisors, LLC

SEC CIK
0001540569
Latest filing
Aug 11, 2026

INTU holding history

Intuit Inc. in every 13F filed by EP Wealth 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)
13,119
Value
$3.42M
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of INTU by EP Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202613,119$3.42M<0.1%−22,675−63.3%ReducedHolders
Q1 202635,794$15.5M0.1%+6,825+23.6%AddedHolders
Q4 202528,969$19.2M0.1%–No prior filingHolders
Q3 2025––––Not filedHolders
Q2 20256,872$5.41M<0.1%−1,239−15.3%ReducedHolders
Q1 20258,111$4.98M<0.1%−82−1.0%ReducedHolders
Q4 20248,193$5.15M<0.1%−1,794−18.0%ReducedHolders
Q3 20249,987$6.20M0.1%+4,422+79.5%AddedHolders
Q2 20245,565$3.66M<0.1%−298−5.1%ReducedHolders
Q1 20245,863$3.81M<0.1%+576+10.9%AddedHolders
Q4 20235,287$3.30M<0.1%+356+7.2%AddedHolders
Q3 20234,931$2.52M<0.1%−10,467−68.0%ReducedHolders
Q2 202315,398$1.84M<0.1%−64,713−80.8%ReducedHolders
Q1 202380,111$2.62M0.1%+76,709+2,254.8%AddedHolders
Q4 20223,402$1.32M<0.1%+3,402NewHolders
Q3 20220$00.0%−5,055−100.0%Sold outHolders
Q2 20225,055$1.95M<0.1%+1,605+46.5%AddedHolders
Q1 20223,450$1.66M<0.1%+404+13.3%AddedHolders
Q4 20213,046$1.96M<0.1%−455−13.0%ReducedHolders
Q3 20213,501$1.89M0.1%+1,599+84.1%AddedHolders
Q2 20211,902$932.0K<0.1%+74+4.0%AddedHolders
Q1 20211,828$700.0K<0.1%––Holders

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