LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA INTU holdings history
INTUIT INC · CUSIP 461202103 · CIK 932974
As of 2026-06-30, LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA reported 1.04M INTU (shares), valued at $271.46M, or 2.63% of its reported non-derivative portfolio. Filed 2026-07-30.
Verify history & sources →Shares increased 2.58%; reported value decreased 23.71%, and weight changed -0.94 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 2.63% | 1,040,089 | SEC filing ↗Filed Jul 30, 2026 |
| Q1 2026 | 3.57% | 1,013,921 | SEC filing ↗Filed Apr 13, 2026 |
| Q4 2025 | 4.66% | 942,707 | SEC filing ↗Filed Jan 28, 2026 |
| Q3 2025 | 5.51% | 927,420 | SEC filing ↗Filed Oct 24, 2025 |
| Q2 2025 | 6.43% | 923,694 | SEC filing ↗Filed Jul 30, 2025 |
| Q1 2025 | 5.42% | 934,488 | SEC filing ↗Filed Apr 24, 2025 |
| Q4 2024 | 4.86% | 931,628 | SEC filing ↗Filed Jan 28, 2025 |
| Q3 2024 | 5.05% | 936,599 | SEC filing ↗Filed Oct 25, 2024 |
| Q2 2024 | 5.75% | 937,943 | SEC filing ↗Filed Jul 17, 2024 |
| Q1 2024 | 5.77% | 952,530 | SEC filing ↗Filed Apr 23, 2024 |
| Q4 2023 | 6.05% | 966,928 | SEC filing ↗Filed Feb 1, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 6.05% | 966,928 | $610.45M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Feb 1, 2024 |
| Q1 2024 | 5.77% | 952,530 | $580.82M | Shares decreased 1.49%; reported value decreased 4.85%, and weight changed -0.28 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 23, 2024 |
| Q2 2024 | 5.75% | 937,943 | $624.81M | Shares decreased 1.53%; reported value increased 7.57%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 17, 2024 |
| Q3 2024 | 5.05% | 936,599 | $565.69M | Shares decreased 0.14%; reported value decreased 9.46%, and weight changed -0.70 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 25, 2024 |
| Q4 2024 | 4.86% | 931,628 | $565.14M | Shares decreased 0.53%; reported value decreased 0.10%, and weight changed -0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 28, 2025 |
| Q1 2025 | 5.42% | 934,488 | $557.00M | Shares increased 0.31%; reported value decreased 1.44%, and weight changed +0.56 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 24, 2025 |
| Q2 2025 | 6.43% | 923,694 | $727.53M | Shares decreased 1.16%; reported value increased 30.62%, and weight changed +1.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 30, 2025 |
| Q3 2025 | 5.51% | 927,420 | $628.53M | Shares increased 0.40%; reported value decreased 13.61%, and weight changed -0.92 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 24, 2025 |
| Q4 2025 | 4.66% | 942,707 | $514.15M | Shares increased 1.65%; reported value decreased 18.20%, and weight changed -0.85 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 28, 2026 |
| Q1 2026 | 3.57% | 1,013,921 | $355.83M | Shares increased 7.55%; reported value decreased 30.79%, and weight changed -1.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 13, 2026 |
| Q2 2026 | 2.63% | 1,040,089 | $271.46M | Shares increased 2.58%; reported value decreased 23.71%, and weight changed -0.94 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 30, 2026 |
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