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INTU
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Position history for Williams Jones Wealth Management, LLC.'s holdings in INTUIT

Williams Jones Wealth Management, LLC. holds 282,597 shares of INTU (INTUIT), worth $122.2M as of 2026-Q1. The position was decreased (-19.9% shares). INTU represents 1.5% of Williams Jones Wealth Management, LLC.'s portfolio.

Current Value

$122.2M

Current Shares

282,597

Total Value Change

-$90.8M

Total Shares Change

-41,539

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
282,597
-19.9%
$122.2M1.5%$433.35
0
2025-Q4
Increased
352,707
+6.6%
$233.6M2.6%$668.65
56
2025-Q3
Increased
331,007
+5.2%
$226M2.6%$692.15
55
2025-Q2
Increased
314,759
+0.9%
$247.9M3.0%$772.68
53
2025-Q1
Decreased
311,945
-2.1%
$191.5M2.4%$594.88
0
2024-Q4
Decreased
318,707
-2.0%
$200.3M2.4%$625.01
0
2024-Q3
Increased
325,153
+0.3%
$201.9M2.4%$612.81
52
2024-Q2
Increased
324,136
+2.3%
$213M2.6%$649.71
54

Other major holders of INTU: VANGUARD GROUP INC, BlackRock, Inc.

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