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Livermore
Livermore
ZHEN

Everhart Financial Group, Inc.

SEC CIK
0001852858
Latest filing
Jul 8, 2026

INTU holding history

Intuit Inc. in every 13F filed by Everhart Financial Group, 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)
844
Value
$220.3K
% of portfolio
<0.1%
Quarters held
17
Since Q2 2022
Holdings of INTU by Everhart Financial Group, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026844$220.3K<0.1%−1,772−67.7%ReducedHolders
Q1 20262,616$1.13M0.1%−1,644−38.6%ReducedHolders
Q4 20254,260$2.82M0.3%+881+26.1%AddedHolders
Q3 20253,379$2.31M0.2%+10.0%AddedHolders
Q2 20253,378$2.66M0.3%+879+35.2%AddedHolders
Q1 20252,499$1.53M0.2%+127+5.4%AddedHolders
Q4 20242,372$1.49M0.3%−100−4.0%ReducedHolders
Q3 20242,472$1.54M0.3%+204+9.0%AddedHolders
Q2 20242,268$1.49M0.4%+315+16.1%AddedHolders
Q1 20241,953$1.27M0.4%+195+11.1%AddedHolders
Q4 20231,758$1.10M0.4%+223+14.5%AddedHolders
Q3 20231,535$784.3K0.3%+85+5.9%AddedHolders
Q2 20231,450$664.4K0.3%+92+6.8%AddedHolders
Q1 20231,358$605.4K0.3%+519+61.9%AddedHolders
Q4 2022839$326.6K0.2%−686−45.0%ReducedHolders
Q3 20221,525$590.0K0.3%+479+45.8%AddedHolders
Q2 20221,046$403.0K0.2%+1,046NewHolders