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LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA: INTU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA on INTU, newest first. How the timeline and the estimate are built.

LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA held 1,040,089 INTU shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,040,089 shares
    Change vs previous 13F +26,168 shares

    2.63% of the 13F portfolio, value $271,463,274.

    13F-HR 0000932974-26-000008 filed by LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,013,921 shares
    Change vs previous 13F +71,214 shares

    3.57% of the 13F portfolio, value $355,825,528.

    13F-HR 0000932974-26-000003 filed by LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 942,707 shares
    Change vs previous 13F +15,287 shares

    4.66% of the 13F portfolio, value $514,151,985.

    13F-HR 0000932974-26-000001 filed by LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 927,420 shares
    Change vs previous 13F +3,726 shares

    5.51% of the 13F portfolio, value $628,531,088.

    13F-HR 0000932974-25-000013 filed by LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 923,694 shares
    Change vs previous 13F -10,794 shares

    6.43% of the 13F portfolio, value $727,529,769.

    13F-HR 0000932974-25-000012 filed by LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 934,488 shares
    Change vs previous 13F +2,860 shares

    5.42% of the 13F portfolio, value $557,002,224.

    13F-HR 0000932974-25-000004 filed by LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 931,628 shares
    Change vs previous 13F -4,971 shares

    4.86% of the 13F portfolio, value $565,144,625.

    13F-HR 0000932974-25-000001 filed by LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 936,599 shares
    Change vs previous 13F not available

    5.05% of the 13F portfolio, value $565,687,448.

    13F-HR 0000932974-24-000006 filed by LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).