Wambolt & Associates, LLC / INTU
Wambolt & Associates, LLC’s Intuit Position
Does Wambolt & Associates, LLC own Intuit (INTU)? Yes — 8.3K shares worth $6M (+2.16% of its 13F portfolio) as of Q2 2025, down from 8.8K shares the prior filed quarter.
Position Value
$6M
Q2 2025
Shares
8.3K
% of Portfolio
+2.16%
Quarters Held
27
currently held
Position History INTU
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q2 2025 | 8.3K | $6M | +2.16% |
| Q1 2025 | 8.8K | $5M | +1.83% |
| Q4 2024 | 8.7K | $5M | +1.74% |
| Q3 2024 | 9.7K | $6M | +1.60% |
| Q2 2024 | 9.4K | $6M | +1.77% |
| Q1 2024 | 9.0K | $6M | +1.72% |
| Q4 2023 | 8.2K | $5M | +1.67% |
| Q3 2023 | 7.6K | $4M | +1.43% |
| Q2 2023 | 5.8K | $3M | +0.94% |
| Q1 2023 | 5.8K | $3M | +0.91% |
| Q4 2022 | 5.8K | $2M | +0.87% |
| Q3 2022 | 5.9K | $2M | +0.96% |
| Q2 2022 | 6.0K | $2M | +0.92% |
| Q1 2022 | 6.0K | $3M | +1.06% |
| Q4 2021 | 6.0K | $4M | +1.39% |
| Q3 2021 | 5.8K | $3M | +1.25% |
| Q2 2021 | 5.0K | $2M | +1.04% |
| Q1 2021 | 4.3K | $2M | +0.88% |
| Q4 2020 | 4.0K | $2M | +0.90% |
| Q3 2020 | 3.1K | $1M | +0.75% |
| Q2 2020 | 2.5K | $735,000 | +0.58% |
| Q1 2020 | 1.6K | $377,000 | +0.39% |
| Q4 2019 | 1.6K | $421,000 | +0.32% |
| Q3 2019 | 1.6K | $435,000 | +0.36% |
| Q2 2019 | 1.6K | $427,000 | +0.36% |
| Q1 2019 | 1.6K | $425,000 | +0.39% |
| Q4 2018 | 1.7K | $328,000 | +0.36% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wambolt & Associates, LLC’s full portfolio or all institutional holders of INTU.