MONTAG & CALDWELL, LLC: INTU position timeline

MONTAG & CALDWELL, LLC held 24,546 INTU shares at 2025-06-30 per its 13F-HR filed 2025-08-15.

the latest 13F is the newest step

1. period ended2025-06-30

   13F 24,546 shares

   Change vs previous 13F -763 shares

   4.23% of the 13F portfolio, value $19,333,166.

   13F-HR 0001062993-25-014469 filed by MONTAG & CALDWELL, LLC
   Filed 2025-08-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

2. period ended2025-03-31

   13F 25,309 shares

   Change vs previous 13F -1,204 shares

   3.61% of the 13F portfolio, value $15,539,473.

   13F-HR 0001062993-25-009154 filed by MONTAG & CALDWELL, LLC
   Filed 2025-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

3. period ended2024-12-31

   13F 26,513 shares

   Change vs previous 13F -2,109 shares

   3.56% of the 13F portfolio, value $16,663,420.

   13F-HR 0001062993-25-002311 filed by MONTAG & CALDWELL, LLC
   Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

4. period ended2024-09-30

   13F 28,622 shares

   Change vs previous 13F -1,244 shares

   3.61% of the 13F portfolio, value $17,774,262.

   13F-HR 0000067698-24-000015 filed by MONTAG & CALDWELL, LLC
   Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

5. period ended2024-06-30

   13F 29,866 shares

   Change vs previous 13F -1,720 shares

   3.96% of the 13F portfolio, value $19,628,234.

   13F-HR 0000067698-24-000009 filed by MONTAG & CALDWELL, LLC
   Filed 2024-08-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

6. period ended2024-03-31

   13F 31,586 shares

   Change vs previous 13F -875 shares

   3.54% of the 13F portfolio, value $20,530,900.

   13F-HR 0000067698-24-000003 filed by MONTAG & CALDWELL, LLC
   Filed 2024-05-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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

7. period ended2023-12-31

   13F 32,461 shares

   Change vs previous 13F -17,812 shares

   3.54% of the 13F portfolio, value $20,289,099.

   13F-HR 0000067698-24-000002 filed by MONTAG & CALDWELL, LLC
   Filed 2024-02-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

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

8. period ended2023-09-30

   13F 50,273 shares

   Change vs previous 13F not available

   3.3% of the 13F portfolio, value $25,686,486.

   13F-HR 0000067698-23-000008 filed by MONTAG & CALDWELL, LLC
   Filed 2023-11-03 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

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