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Livermore
Livermore
ZHEN

AE Wealth Management LLC

SEC CIK
0001697723
Latest filing
Aug 3, 2026

INTU holding history

Intuit Inc. in every 13F filed by AE Wealth 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 (Q2 2026)
209,893
Value
$54.8M
% of portfolio
0.3%
Quarters held
22
Since Q1 2021
Holdings of INTU by AE Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026209,893$54.8M0.3%+69,871+49.9%AddedHolders
Q1 2026140,022$60.5M0.3%+132,522+1,767.0%AddedHolders
Q4 20257,500$4.97M<0.1%−1,169−13.5%ReducedHolders
Q3 20258,669$5.92M<0.1%+1,209+16.2%AddedHolders
Q2 20257,460$5.88M<0.1%+2,331+45.4%AddedHolders
Q1 20255,129$3.15M<0.1%−850−14.2%ReducedHolders
Q4 20245,979$3.76M<0.1%−2,124−26.2%ReducedHolders
Q3 20248,103$5.03M<0.1%−623−7.1%ReducedHolders
Q2 20248,726$5.73M0.1%+3,169+57.0%AddedHolders
Q1 20245,557$3.61M<0.1%−46,021−89.2%ReducedHolders
Q4 202351,578$33.1M0.2%−2,714−5.0%ReducedHolders
Q3 202354,292$27.7M0.2%+22,258+69.5%AddedHolders
Q2 202332,034$14.7M0.1%+9,810+44.1%AddedHolders
Q1 202322,224$9.91M0.1%+7,852+54.6%AddedHolders
Q4 202214,372$5.59M<0.1%+427+3.1%AddedHolders
Q3 202213,945$5.40M<0.1%−1,289−8.5%ReducedHolders
Q2 202215,234$5.87M<0.1%+3,938+34.9%AddedHolders
Q1 202211,296$5.43M<0.1%+1,047+10.2%AddedHolders
Q4 202110,249$6.59M<0.1%+93+0.9%AddedHolders
Q3 202110,156$5.48M<0.1%+1,367+15.6%AddedHolders
Q2 20218,789$4.31M<0.1%−7,667−46.6%ReducedHolders
Q1 202116,456$6.30M0.1%––Holders

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