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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

INTU holding history

Intuit Inc. in every 13F filed by EverSource 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)
2,007
Value
$523.8K
% of portfolio
<0.1%
Quarters held
19
Since Q4 2021
Holdings of INTU by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,007$523.8K<0.1%−43−2.1%ReducedHolders
Q1 20262,050$886.9K<0.1%+619+43.3%AddedHolders
Q4 20251,431$948.3K<0.1%−10−0.7%ReducedHolders
Q3 20251,441$984.3K<0.1%+156+12.1%AddedHolders
Q2 20251,285$1.01M<0.1%+434+51.0%AddedHolders
Q1 2025851$522.8K<0.1%+250+41.6%AddedHolders
Q4 2024601$377.9K<0.1%+51+9.3%AddedHolders
Q3 2024550$341.6K<0.1%+25+4.8%AddedHolders
Q2 2024525$340.0K<0.1%+68+14.9%AddedHolders
Q1 2024457$286.3K<0.1%+8+1.8%AddedHolders
Q4 2023449$280.8K<0.1%+16+3.7%AddedHolders
Q3 2023433$221.4K<0.1%+31+7.7%AddedHolders
Q2 2023402$184.2K<0.1%−224−35.8%ReducedHolders
Q1 2023626$279.1K<0.1%+78+14.2%AddedHolders
Q4 2022548$213.3K<0.1%−131−19.3%ReducedHolders
Q3 2022679$264.0K0.1%+201+42.1%AddedHolders
Q2 2022478$184.0K<0.1%+296+162.6%AddedHolders
Q1 2022182$87.0K<0.1%+98+116.7%AddedHolders
Q4 202184$54.0K<0.1%–No prior filingHolders