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Cherry Tree Wealth Management, LLC

SEC CIK
0001985414
Latest filing
Sep 15, 2026

INTU holding history

Intuit Inc. in every 13F filed by Cherry Tree Wealth Management, 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 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q2 2023
Holdings of INTU by Cherry Tree Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−33−100.0%Sold outHolders
Q1 202533$20.3K<0.1%00.0%UnchangedHolders
Q4 202433$20.7K<0.1%00.0%UnchangedHolders
Q3 202433$20.5K<0.1%00.0%UnchangedHolders
Q2 202433$21.7K<0.1%+28+560.0%AddedHolders
Q1 20245$3.25K<0.1%00.0%UnchangedHolders
Q4 20235$3.13K<0.1%00.0%UnchangedHolders
Q3 20235$2.56K<0.1%00.0%UnchangedHolders
Q2 20235$2.29K<0.1%–No prior filingHolders