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Livermore
Livermore
ZHEN

Curated Wealth Partners LLC

SEC CIK
0001781284
Latest filing
Aug 14, 2026

INTU holding history

Intuit Inc. in every 13F filed by Curated Wealth Partners 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
19
Since Q1 2021
Holdings of INTU by Curated Wealth Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−1,512−100.0%Sold outHolders
Q1 20261,512$653.8K0.1%−194−11.4%ReducedHolders
Q4 20251,706$1.13M0.1%+84+5.2%AddedHolders
Q3 20251,622$1.11M0.1%+54+3.4%AddedHolders
Q2 20251,568$1.24M0.1%+17+1.1%AddedHolders
Q1 20251,551$952.3K0.1%+417+36.8%AddedHolders
Q4 20241,134$712.7K0.1%−117−9.4%ReducedHolders
Q3 20241,251$776.9K0.1%00.0%UnchangedHolders
Q2 20241,251$822.2K0.1%+1,251NewHolders
Q1 20240$00.0%−1,517−100.0%Sold outHolders
Q4 20231,517$948.2K0.2%+104+7.4%AddedHolders
Q3 20231,413$722.0K0.1%+571+67.8%AddedHolders
Q2 2023842$385.8K0.1%+41+5.1%AddedHolders
Q1 2023801$357.1K0.1%+11+1.4%AddedHolders
Q4 2022790$307.5K0.1%+202+34.4%AddedHolders
Q3 2022588$228.0K0.1%+588NewHolders
Q2 20220$00.0%−619−100.0%Sold outHolders
Q1 2022619$398.0K0.1%00.0%UnchangedHolders
Q4 2021619$398.0K0.1%−71−10.3%ReducedHolders
Q3 2021690$372.0K0.2%−112−14.0%ReducedHolders
Q2 2021802$393.0K0.2%−15−1.8%ReducedHolders
Q1 2021817$313.0K0.2%––Holders

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