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Morris Retirement Advisors, LLC

SEC CIK
0001841816
Latest filing
Jul 8, 2026

INTU holding history

Intuit Inc. in every 13F filed by Morris Retirement Advisors, 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 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q4 2023
Holdings of INTU by Morris Retirement Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−607−100.0%Sold outHolders
Q1 2025607$372.7K0.2%+146+31.7%AddedHolders
Q4 2024461$289.6K0.2%−69−13.0%ReducedHolders
Q3 2024530$329.3K0.2%−207−28.1%ReducedHolders
Q2 2024737$484.1K0.3%−56−7.1%ReducedHolders
Q1 2024793$515.2K0.3%+8+1.0%AddedHolders
Q4 2023785$490.6K0.3%+785NewHolders