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JGP Wealth Management, LLC

SEC CIK
0001748278
Latest filing
Jul 7, 2026

INTU holding history

Intuit Inc. in every 13F filed by JGP 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)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
10
Since Q4 2023
Holdings of INTU by JGP Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−14,746−100.0%Sold outHolders
Q1 202614,746$6.38M0.7%−1,317−8.2%ReducedHolders
Q4 202516,063$10.6M1.1%+468+3.0%AddedHolders
Q3 202515,595$10.6M1.2%+114+0.7%AddedHolders
Q2 202515,481$12.2M1.5%−155−1.0%ReducedHolders
Q1 202515,636$9.60M1.3%−7,584−32.7%ReducedHolders
Q4 202423,220$14.6M1.9%+477+2.1%AddedHolders
Q3 202422,743$14.1M1.8%+267+1.2%AddedHolders
Q2 202422,476$14.8M2.1%+417+1.9%AddedHolders
Q1 202422,059$14.3M2.1%+19,570+786.3%AddedHolders
Q4 20232,489$1.56M0.2%+2,489NewHolders