INTU INTUIT

Ownership history in Nicholas Wealth, LLC.  ·  3 quarters on record

This page tracks every 13F SEC filing in which Nicholas Wealth, LLC. reported a position in INTUIT (INTU). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.13% (2025 Q2)
Avg. % of fund
0.09%
First filed
2023 Q3
Last filed
2025 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 352 +4 +1.1% 0.10% $240K $680.41
2025 Q2 ADDED 348 +263 +309.4% 0.13% $274K $783.69
2023 Q3 INITIATED 85 0.04% $43K
% of Fund (quarterly)    INTU price (monthly, adj. close)
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