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Marks Group Wealth Management, Inc

SEC CIK
0001802473
Latest filing
Jul 27, 2026

INTU holding history

Intuit Inc. in every 13F filed by Marks Group Wealth Management, Inc, 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)
4,969
Value
$1.30M
% of portfolio
0.1%
Quarters held
9
Since Q4 2021
Holdings of INTU by Marks Group Wealth Management, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,969$1.30M0.1%−6,971−58.4%ReducedHolders
Q1 202611,940$5.16M0.5%+386+3.3%AddedHolders
Q4 202511,554$7.65M0.7%−626−5.1%ReducedHolders
Q3 202512,180$8.32M0.8%−309−2.5%ReducedHolders
Q2 202512,489$9.84M0.9%−1,550−11.0%ReducedHolders
Q1 202514,039$8.62M0.8%+14,039NewHolders
Q3 20220$00.0%−1,635−100.0%Sold outHolders
Q2 20221,635$630.0K0.1%+117+7.7%AddedHolders
Q1 20221,518$730.0K0.1%+218+16.8%AddedHolders
Q4 20211,300$866.0K0.1%+1,300NewHolders