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Ascent Group, LLC

SEC CIK
0001913231
Latest filing
Aug 3, 2026

INTU holding history

Intuit Inc. in every 13F filed by Ascent Group, 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 2026)
3,633
Value
$948.2K
% of portfolio
<0.1%
Quarters held
16
Since Q2 2022
Holdings of INTU by Ascent Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,633$948.2K<0.1%+133+3.8%AddedHolders
Q1 20263,500$1.51M0.1%−537−13.3%ReducedHolders
Q4 20254,037$2.67M0.1%+860+27.1%AddedHolders
Q3 20253,177$2.17M0.1%+1,044+48.9%AddedHolders
Q2 20252,133$1.68M0.1%+531+33.1%AddedHolders
Q1 20251,602$983.6K<0.1%+460+40.3%AddedHolders
Q4 20241,142$717.7K0.1%−88−7.2%ReducedHolders
Q3 20241,230$763.8K0.1%−3,573−74.4%ReducedHolders
Q2 20244,803$3.16M0.3%+307+6.8%AddedHolders
Q1 20244,496$2.92M0.3%+1,534+51.8%AddedHolders
Q4 20232,962$1.95M0.2%+94+3.3%AddedHolders
Q3 20232,868$1.48M0.2%+2,406+520.8%AddedHolders
Q2 2023462$231.4K<0.1%−26−5.3%ReducedHolders
Q1 2023488$217.6K<0.1%+488NewHolders
Q4 20220$00.0%−477−100.0%Sold outHolders
Q3 2022477$204.0K<0.1%+10+2.1%AddedHolders
Q2 2022467$213.0K<0.1%+467NewHolders