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Amplius Wealth Advisors, LLC

SEC CIK
0001900584
Latest filing
Jul 17, 2026

INTU holding history

Intuit Inc. in every 13F filed by Amplius Wealth 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 (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
12
Since Q4 2021
Holdings of INTU by Amplius Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−442−100.0%Sold outHolders
Q2 2025442$348.1K<0.1%+18+4.2%AddedHolders
Q1 2025424$260.3K<0.1%+16+3.9%AddedHolders
Q4 2024408$256.4K<0.1%−9−2.2%ReducedHolders
Q3 2024417$259.0K<0.1%−2−0.5%ReducedHolders
Q2 2024419$275.4K<0.1%−27−6.1%ReducedHolders
Q1 2024446$289.9K<0.1%+40+9.9%AddedHolders
Q4 2023406$253.8K<0.1%−3−0.7%ReducedHolders
Q3 2023409$209.0K<0.1%+409NewHolders
Q4 20220$00.0%−1,315−100.0%Sold outHolders
Q3 20221,315$509.0K0.1%+109+9.0%AddedHolders
Q2 20221,206$464.0K0.1%+139+13.0%AddedHolders
Q1 20221,067$513.0K0.1%−37−3.4%ReducedHolders
Q4 20211,104$710.0K0.1%–No prior filingHolders