Nicholson Wealth Management Group, LLC

SEC CIK: 0002035982
Latest filing: Jul 29, 2026

SEC filings (opens in a new tab)

INTU holding history

Intuit Inc. in every 13F filed by Nicholson Wealth Management Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

INTU overview All 13F holders of INTU Full Q2 2026 holdings

Shares (Q2 2026): 0; Sold out in Q2 2026
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q3 2025

Holdings of INTU by Nicholson Wealth Management Group, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	0	$0	0.0%	−2,784−100.0%	Sold out	Holders
Q1 2026	2,784	$1.20M	0.7%	+355+14.6%	Added	Holders
Q4 2025	2,429	$1.61M	0.9%	+284+13.2%	Added	Holders
Q3 2025	2,145	$1.46M	0.9%	+2,145	New	Holders