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Livermore
Livermore
ZHEN

Pacific Wealth Management

SEC CIK
0001852338
Latest filing
Aug 7, 2026

INTU holding history

Intuit Inc. in every 13F filed by Pacific Wealth Management, 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
11
Since Q3 2023
Holdings of INTU by Pacific Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−540−100.0%Sold outHolders
Q1 2026540$233.5K0.1%−52−8.8%ReducedHolders
Q4 2025592$392.2K0.2%00.0%UnchangedHolders
Q3 2025592$404.3K0.2%00.0%UnchangedHolders
Q2 2025592$466.3K0.2%−37−5.9%ReducedHolders
Q1 2025629$386.2K0.2%00.0%UnchangedHolders
Q4 2024629$395.3K0.2%−33−5.0%ReducedHolders
Q3 2024662$411.1K0.2%−100−13.1%ReducedHolders
Q2 2024762$500.8K0.3%+149+24.3%AddedHolders
Q1 2024613$383.1K0.2%00.0%UnchangedHolders
Q4 2023613$383.1K0.2%+105+20.7%AddedHolders
Q3 2023508$259.6K0.2%+508NewHolders