Skip to main content

Waldron Private Wealth LLC

SEC CIK
0001598180
Latest filing
Jul 20, 2026

INTU holding history

Intuit Inc. in every 13F filed by Waldron Private Wealth 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 (Q1 2025)
0
Sold out in Q1 2025
Value
$0
% of portfolio
0.0%
Quarters held
15
Since Q2 2021
Holdings of INTU by Waldron Private Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20250$00.0%−1,930−100.0%Sold outHolders
Q4 20241,930$1.21M<0.1%+36+1.9%AddedHolders
Q3 20241,894$1.18M<0.1%+11+0.6%AddedHolders
Q2 20241,883$1.24M0.1%−38−2.0%ReducedHolders
Q1 20241,921$1.25M0.1%+93+5.1%AddedHolders
Q4 20231,828$1.14M0.1%−117−6.0%ReducedHolders
Q3 20231,945$993.8K0.1%+53+2.8%AddedHolders
Q2 20231,892$866.9K<0.1%−98−4.9%ReducedHolders
Q1 20231,990$887.2K<0.1%−173−8.0%ReducedHolders
Q4 20222,163$837.0K0.1%00.0%UnchangedHolders
Q3 20222,163$837.0K0.1%+426+24.5%AddedHolders
Q2 20221,737$669.0K<0.1%+117+7.2%AddedHolders
Q1 20221,620$778.0K<0.1%+39+2.5%AddedHolders
Q4 20211,581$1.02M0.1%+37+2.4%AddedHolders
Q3 20211,544$833.0K<0.1%+946+158.2%AddedHolders
Q2 2021598$293.0K<0.1%+598NewHolders