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Orion Portfolio Solutions, LLC

SEC CIK
0001802647
Latest filing
May 15, 2025

INTU holding history

Intuit Inc. in every 13F filed by Orion Portfolio Solutions, 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 Q1 2025 holdings

Shares (Q1 2025)
33,523
Value
$20.6M
% of portfolio
0.2%
Quarters held
17
Since Q1 2021
Holdings of INTU by Orion Portfolio Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 202533,523$20.6M0.2%−2,002−5.6%ReducedHolders
Q4 202435,525$22.3M0.2%+2,994+9.2%AddedHolders
Q3 202432,531$20.2M0.2%−1,795−5.2%ReducedHolders
Q2 202434,326$22.6M0.2%−5,308−13.4%ReducedHolders
Q1 202439,634$25.8M0.3%−2,526−6.0%ReducedHolders
Q4 202342,160$25.2M0.3%−3,178−7.0%ReducedHolders
Q3 202345,338$23.2M0.3%−3,294−6.8%ReducedHolders
Q2 202348,632$22.3M0.2%−2,653−5.2%ReducedHolders
Q1 202351,285$22.9M0.3%+49,725+3,187.5%AddedHolders
Q4 20221,560$607.2K<0.1%−17−1.1%ReducedHolders
Q3 20221,577$611.0K<0.1%+287+22.2%AddedHolders
Q2 20221,290$497.0K<0.1%−21−1.6%ReducedHolders
Q1 20221,311$630.0K<0.1%−56−4.1%ReducedHolders
Q4 20211,367$879.0K<0.1%+90+7.0%AddedHolders
Q3 20211,277$689.0K<0.1%+213+20.0%AddedHolders
Q2 20211,064$522.0K<0.1%−9−0.8%ReducedHolders
Q1 20211,073$411.0K<0.1%––Holders

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