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
Other major holders of INTU: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Decreased |
| 282,597 |
-19.9% |
| $122.2M |
| 1.5% |
| $433.35 |
0 |
| 2025-Q4 | Increased | 352,707 | +6.6% | $233.6M | 2.6% | $668.65 | 56 |
| 2025-Q3 | Increased | 331,007 | +5.2% | $226M | 2.6% | $692.15 | 55 |
| 2025-Q2 | Increased | 314,759 | +0.9% | $247.9M | 3.0% | $772.68 | 53 |
| 2025-Q1 | Decreased | 311,945 | -2.1% | $191.5M | 2.4% | $594.88 | 0 |
| 2024-Q4 | Decreased | 318,707 | -2.0% | $200.3M | 2.4% | $625.01 | 0 |
| 2024-Q3 | Increased | 325,153 | +0.3% | $201.9M | 2.4% | $612.81 | 52 |
| 2024-Q2 | Increased | 324,136 | +2.3% | $213M | 2.6% | $649.71 | 54 |