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Livermore
Livermore
ZHEN

Sound View Wealth Advisors Group, LLC

SEC CIK
0001784777
Latest filing
Aug 11, 2026

INTU holding history

Intuit Inc. in every 13F filed by Sound View Wealth Advisors Group, 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
21
Since Q1 2021
Holdings of INTU by Sound View Wealth Advisors Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−601−100.0%Sold outHolders
Q1 2026601$259.9K<0.1%−154−20.4%ReducedHolders
Q4 2025755$500.1K<0.1%−144−16.0%ReducedHolders
Q3 2025899$614.0K<0.1%−25−2.7%ReducedHolders
Q2 2025924$727.8K0.1%+188+25.5%AddedHolders
Q1 2025736$451.9K<0.1%−792−51.8%ReducedHolders
Q4 20241,528$960.5K0.1%−2,692−63.8%ReducedHolders
Q3 20244,220$2.62M0.2%+759+21.9%AddedHolders
Q2 20243,461$2.27M0.2%+226+7.0%AddedHolders
Q1 20243,235$2.10M0.2%+133+4.3%AddedHolders
Q4 20233,102$1.94M0.2%−363−10.5%ReducedHolders
Q3 20233,465$1.77M0.2%+967+38.7%AddedHolders
Q2 20232,498$1.14M0.2%−36−1.4%ReducedHolders
Q1 20232,534$1.13M0.2%−568−18.3%ReducedHolders
Q4 20223,102$1.94M0.2%+1,793+137.0%AddedHolders
Q3 20221,309$507.0K0.1%−348−21.0%ReducedHolders
Q2 20221,657$639.0K0.1%+264+19.0%AddedHolders
Q1 20221,393$670.0K0.1%+76+5.8%AddedHolders
Q4 20211,317$847.0K0.2%−306−18.9%ReducedHolders
Q3 20211,623$876.0K0.2%+287+21.5%AddedHolders
Q2 20211,336$655.0K0.1%−18−1.3%ReducedHolders
Q1 20211,354$519.0K0.1%––Holders

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