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Livermore
Livermore
ZHEN

Covenant Asset Management, LLC

SEC CIK
0001697717
Latest filing
Jul 20, 2026

INTU holding history

Intuit Inc. in every 13F filed by Covenant Asset Management, 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 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
20
Since Q1 2021
Holdings of INTU by Covenant Asset Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−371−100.0%Sold outHolders
Q4 2025371$245.8K<0.1%00.0%UnchangedHolders
Q3 2025371$253.4K<0.1%00.0%UnchangedHolders
Q2 2025371$292.2K0.1%00.0%UnchangedHolders
Q1 2025371$227.8K0.1%−3,826−91.2%ReducedHolders
Q4 20244,197$2.64M0.6%−52−1.2%ReducedHolders
Q3 20244,249$2.64M0.6%+36+0.9%AddedHolders
Q2 20244,213$2.77M0.6%+3+0.1%AddedHolders
Q1 20244,210$2.74M0.7%+126+3.1%AddedHolders
Q4 20234,084$2.55M0.7%+182+4.7%AddedHolders
Q3 20233,902$1.99M0.6%+22+0.6%AddedHolders
Q2 20233,880$1.78M0.5%−3,442−47.0%ReducedHolders
Q1 20237,322$3.26M1.1%+7+0.1%AddedHolders
Q4 20227,315$2.85M1.0%+19+0.3%AddedHolders
Q3 20227,296$2.83M1.1%−29−0.4%ReducedHolders
Q2 20227,325$2.82M1.1%−2,874−28.2%ReducedHolders
Q1 202210,199$4.90M1.5%+48+0.5%AddedHolders
Q4 202110,151$6.53M1.8%+57+0.6%AddedHolders
Q3 202110,094$5.45M1.6%−11−0.1%ReducedHolders
Q2 202110,105$4.95M1.5%−78−0.8%ReducedHolders
Q1 202110,183$3.90M1.3%––Holders

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