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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → INTU

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC INTU Position History

Intuit Inc. • Technology

Quarters held
10
Latest value
$7.1M
Q3 2026
Peak value
$32.2M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$32.2M
Q3 2025$9.6M
Q4 2025$28.7M
Q4 2025$8.5M
Q1 2026$25.6M
Q1 2026$5M
Q2 2026$24.7M
Q2 2026$5.4M
Q3 2026$31.5M
Q3 2026$7.1M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$7.1M158.2K——
Q3 2026$31.5M177.2K——
Q2 2026$5.4M116.6K——
Q2 2026$24.7M161.0K——
Q1 2026$5M106.2K——
Q1 2026$25.6M128.8K——
Q4 2025$8.5M179.2K——
Q4 2025$28.7M42.8K——
Q3 2025$9.6M201.8K——
Q3 2025$32.2M48.9K——

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