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United Advisor Group, LLC

SEC CIK
0002004873
Latest filing
Jul 29, 2026

INTU holding history

Intuit Inc. in every 13F filed by United Advisor 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)
864
Value
$225.5K
% of portfolio
<0.1%
Quarters held
8
Since Q1 2024
Holdings of INTU by United Advisor Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026864$225.5K<0.1%−247−22.2%ReducedHolders
Q1 20261,111$480.5K0.1%+661+146.9%AddedHolders
Q4 2025450$298.2K<0.1%+22+5.1%AddedHolders
Q3 2025428$292.3K<0.1%+428NewHolders
Q2 20250$00.0%−594−100.0%Sold outHolders
Q1 2025594$364.7K0.1%+235+65.5%AddedHolders
Q4 2024359$225.6K<0.1%+359NewHolders
Q3 20240$00.0%−484−100.0%Sold outHolders
Q2 2024484$318.1K0.1%+160+49.4%AddedHolders
Q1 2024324$210.6K0.1%+324NewHolders