SEC 13F Intelligence

Wellington Wealth Strategies, LLC. / INTU

Wellington Wealth Strategies, LLC.’s Intuit Position

Does Wellington Wealth Strategies, LLC. own Intuit (INTU)? Yes — 2.8K shares worth $2M (+1.51% of its 13F portfolio) as of Q4 2024, down from 3.0K shares the prior filed quarter.

Position Value
$2M
Q4 2024
Shares
2.8K
% of Portfolio
+1.51%
Quarters Held
2
currently held

Position History INTU

Reported value by quarter
Q1 ’24: $2MQ1 ’24Q4 ’24: $2MQ4 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q4 20242.8K$2M+1.51%
Q1 20243.0K$2M+0.91%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wellington Wealth Strategies, LLC.’s full portfolio or all institutional holders of INTU.