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Signature Wealth Management Group

SEC CIK
0001736666
Latest filing
Apr 1, 2026

INTU holding history

Intuit Inc. in every 13F filed by Signature Wealth Management Group, 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 Q1 2026 holdings

Shares (Q1 2026)
731
Value
$316.0K
% of portfolio
0.1%
Quarters held
15
Since Q2 2022
Holdings of INTU by Signature Wealth Management Group, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 2026731$316.0K0.1%−2,533−77.6%ReducedHolders
Q4 20253,264$2.16M0.9%+97+3.1%AddedHolders
Q3 20253,167$2.16M0.8%−52−1.6%ReducedHolders
Q2 20253,219$2.54M1.0%+22+0.7%AddedHolders
Q1 20253,197$1.96M0.8%+134+4.4%AddedHolders
Q4 20243,063$1.93M0.8%+184+6.4%AddedHolders
Q3 20242,879$1.79M0.7%+65+2.3%AddedHolders
Q2 20242,814$1.85M0.8%+67+2.4%AddedHolders
Q1 20242,747$1.66M0.8%−49−1.8%ReducedHolders
Q4 20232,796$1.75M0.8%–No prior filingHolders
Q3 2023––––Not filedHolders
Q2 20232,852$1.31M0.6%−163−5.4%ReducedHolders
Q1 20233,015$1.34M0.6%−826−21.5%ReducedHolders
Q4 20223,841$1.50M0.7%−555−12.6%ReducedHolders
Q3 20224,396$1.70M0.9%−248−5.3%ReducedHolders
Q2 20224,644$1.79M0.9%+4,644NewHolders