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Livermore
Livermore
ZHEN

Wallace Advisory Group, LLC

SEC CIK
0001932645
Latest filing
Aug 3, 2026

INTU holding history

Intuit Inc. in every 13F filed by Wallace Advisory 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)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
14
Since Q4 2022
Holdings of INTU by Wallace Advisory Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−527−100.0%Sold outHolders
Q1 2026527$227.9K0.2%−160−23.3%ReducedHolders
Q4 2025687$455.1K0.5%−184−21.1%ReducedHolders
Q3 2025871$686.0K0.6%−50−5.4%ReducedHolders
Q2 2025921$565.5K0.4%−10−1.1%ReducedHolders
Q1 2025931$585.1K0.4%−4−0.4%ReducedHolders
Q4 2024935$580.6K0.4%−39−4.0%ReducedHolders
Q3 2024974$640.1K0.5%00.0%UnchangedHolders
Q2 2024974$640.1K0.5%−50−4.9%ReducedHolders
Q1 20241,024$640.0K0.5%−88−7.9%ReducedHolders
Q4 20231,112$568.2K0.4%−70−5.9%ReducedHolders
Q3 20231,182$541.6K0.4%+87+7.9%AddedHolders
Q2 20231,095$488.2K0.4%00.0%UnchangedHolders
Q1 20231,095$488.2K0.4%+41+3.9%AddedHolders
Q4 20221,054$410.2K0.3%–No prior filingHolders