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Livermore
Livermore
ZHEN

WP Advisors, LLC

SEC CIK
0001697796
Latest filing
Jul 29, 2026

INTU holding history

Intuit Inc. in every 13F filed by WP 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)
6,343
Value
$1.66M
% of portfolio
0.4%
Quarters held
17
Since Q2 2022
Holdings of INTU by WP Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,343$1.66M0.4%+5,052+391.3%AddedHolders
Q1 20261,291$558.2K0.1%+726+128.5%AddedHolders
Q4 2025565$374.1K0.1%−67−10.6%ReducedHolders
Q3 2025632$431.9K0.1%00.0%UnchangedHolders
Q2 2025632$497.5K0.1%+8+1.3%AddedHolders
Q1 2025624$382.9K0.1%+1+0.2%AddedHolders
Q4 2024623$391.3K0.1%+1+0.2%AddedHolders
Q3 2024622$386.0K0.1%−100−13.9%ReducedHolders
Q2 2024722$474.6K0.2%+1+0.1%AddedHolders
Q1 2024721$468.7K0.2%+1+0.1%AddedHolders
Q4 2023720$450.0K0.2%+1+0.1%AddedHolders
Q3 2023719$367.5K0.2%+1+0.1%AddedHolders
Q2 2023718$329.1K0.1%−2−0.3%ReducedHolders
Q1 2023720$321.0K0.1%+41+6.0%AddedHolders
Q4 2022679$264.2K0.1%−27−3.8%ReducedHolders
Q3 2022706$273.0K0.1%+25+3.7%AddedHolders
Q2 2022681$263.0K0.1%+681NewHolders