INTUIT

Ticker: INTU CUSIP: 461202103 Class: COM

UNITED CAPITAL FINANCIAL ADVISORS, LLC's Holding History (CIK: 0001463217)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025

Shares 39,681 Value ($000) $26,285 Avg Close $660.69 Range $619.82 - $689.17

Q3 2025

Shares 39,647 Value ($000) $27,075 Avg Close $719.44 Range $639.09 - $812.22

Q2 2025

Shares 45,940 Value ($000) $36,183 Avg Close $674.49 Range $530.03 - $787.99

Q1 2025

Shares 46,456 Value ($000) $28,524 Avg Close $597.47 Range $550.52 - $635.85

Q4 2024

Shares 45,835 Value ($000) $28,807 Avg Close $634.69 Range $594.96 - $710.09

Q3 2024

Shares 47,904 Value ($000) $29,748 Avg Close $632.98 Range $592.31 - $669.23

Q2 2024

Shares 49,263 Value ($000) $32,376 Avg Close $614.24 Range $551.94 - $670.13

Q1 2024

Shares 52,124 Value ($000) $33,881 Avg Close $631.25 Range $578.51 - $663.64

Q4 2023

Shares 55,700 Value ($000) $34,814 Avg Close $544.67 Range $467.66 - $623.20

Q3 2023

Shares 73,964 Value ($000) $37,791 Avg Close $498.82 Range $437.13 - $550.72

Q2 2023

Shares 81,589 Value ($000) $37,383 Avg Close $430.92 Range $393.86 - $455.15

Q1 2023

Shares 81,557 Value ($000) $36,361 Avg Close $403.22 Range $363.35 - $449.86

Q4 2022

Shares 77,303 Value ($000) $30,088 Avg Close $388.88 Range $345.71 - $433.31

Q3 2022

Shares 75,669 Value ($000) $29,308 Avg Close $422.65 Range $362.81 - $480.29

Q2 2022

Shares 76,176 Value ($000) $29,361 Avg Close $404.46 Range $331.53 - $495.31

Q1 2022

Shares 72,929 Value ($000) $35,067 Avg Close $499.50 Range $412.70 - $629.11

Q4 2021

Shares 73,438 Value ($000) $47,237 Avg Close $601.47 Range $505.09 - $698.54

Q3 2021

Shares 82,122 Value ($000) $44,306 Avg Close $524.46 Range $473.62 - $567.34

Q2 2021

Shares 87,724 Value ($000) $43,000 Avg Close $421.44 Range $374.89 - $478.84

Q1 2021

Shares 88,330 Value ($000) $33,836 Avg Close $373.72 Range $346.64 - $411.31

Q4 2020

Shares 82,608 Value ($000) $31,379 Avg Close $340.30 Range $302.41 - $375.96

Q3 2020

Shares 82,217 Value ($000) $26,820 Avg Close $302.64 Range $271.83 - $348.27

Q2 2020

Shares 9,191 Value ($000) $2,722 Avg Close $264.89 Range $207.72 - $287.80

Q1 2020

Shares 7,694 Value ($000) $1,770 Avg Close $260.89 Range $180.86 - $295.74

Q4 2019

Shares 9,479 Value ($000) $2,483 Avg Close $251.45 Range $238.34 - $265.17

Q3 2019

Shares 10,747 Value ($000) $2,858 Avg Close $264.00 Range $248.85 - $283.90

Q2 2019

Shares 18,031 Value ($000) $4,712 Avg Close $243.45 Range $226.16 - $260.29

Q1 2019

Shares 17,157 Value ($000) $4,485 Avg Close $221.02 Range $179.60 - $250.24

Q4 2018

Shares 17,436 Value ($000) $3,432 Avg Close $198.51 Range $174.26 - $220.76

Q3 2018

Shares 17,606 Value ($000) $4,004 Avg Close $204.54 Range $191.71 - $218.87

Q2 2018

Shares 18,191 Value ($000) $3,717 Avg Close $182.24 Range $157.89 - $205.89

Q1 2018

Shares 19,754 Value ($000) $3,424 Avg Close $159.49 Range $142.64 - $170.01

Q4 2017

Shares 20,217 Value ($000) $3,206 Avg Close $144.15 Range $132.27 - $152.71

Q3 2017

Shares 22,315 Value ($000) $3,172 Avg Close $130.19 Range $122.88 - $138.41

Q2 2017

Shares 44,650 Value ($000) $5,930 Avg Close $122.01 Range $107.70 - $135.32

Q1 2017

Shares 21,989 Value ($000) $2,551 Avg Close $112.43 Range $104.98 - $120.51

Q4 2016

Shares 22,579 Value ($000) $2,588 Avg Close $104.73 Range $96.56 - $111.00

Q3 2016

Shares 21,502 Value ($000) $2,365 Avg Close $104.29 Range $99.16 - $109.08

Q2 2016

Shares 25,104 Value ($000) $2,812 Avg Close $97.25 Range $92.26 - $103.97

Q1 2016

Shares 11,006 Value ($000) $1,145 Avg Close $89.54 Range $81.77 - $96.92

Q4 2015

Shares 10,841 Value ($000) $1,046 Avg Close $89.36 Range $78.89 - $99.85

Q3 2015

Shares 11,162 Value ($000) $991 Avg Close $89.42 Range $73.38 - $99.70

Q2 2015

Shares 11,176 Value ($000) $1,126 Avg Close $93.80 Range $87.63 - $100.39

Q1 2015

Shares 11,782 Value ($000) $1,182 Avg Close $85.15 Range $77.71 - $92.50

Q4 2014

Shares 13,946 Value ($000) $1,286 Avg Close $81.30 Range $71.28 - $87.63

Q3 2014

Shares 8,648 Value ($000) $758 Avg Close $75.72 Range $72.62 - $80.93

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	39,681	$26,285	$660.69	$619.82 - $689.17
Q3 2025	39,647	$27,075	$719.44	$639.09 - $812.22
Q2 2025	45,940	$36,183	$674.49	$530.03 - $787.99
Q1 2025	46,456	$28,524	$597.47	$550.52 - $635.85
Q4 2024	45,835	$28,807	$634.69	$594.96 - $710.09
Q3 2024	47,904	$29,748	$632.98	$592.31 - $669.23
Q2 2024	49,263	$32,376	$614.24	$551.94 - $670.13
Q1 2024	52,124	$33,881	$631.25	$578.51 - $663.64
Q4 2023	55,700	$34,814	$544.67	$467.66 - $623.20
Q3 2023	73,964	$37,791	$498.82	$437.13 - $550.72
Q2 2023	81,589	$37,383	$430.92	$393.86 - $455.15
Q1 2023	81,557	$36,361	$403.22	$363.35 - $449.86
Q4 2022	77,303	$30,088	$388.88	$345.71 - $433.31
Q3 2022	75,669	$29,308	$422.65	$362.81 - $480.29
Q2 2022	76,176	$29,361	$404.46	$331.53 - $495.31
Q1 2022	72,929	$35,067	$499.50	$412.70 - $629.11
Q4 2021	73,438	$47,237	$601.47	$505.09 - $698.54
Q3 2021	82,122	$44,306	$524.46	$473.62 - $567.34
Q2 2021	87,724	$43,000	$421.44	$374.89 - $478.84
Q1 2021	88,330	$33,836	$373.72	$346.64 - $411.31
Q4 2020	82,608	$31,379	$340.30	$302.41 - $375.96
Q3 2020	82,217	$26,820	$302.64	$271.83 - $348.27
Q2 2020	9,191	$2,722	$264.89	$207.72 - $287.80
Q1 2020	7,694	$1,770	$260.89	$180.86 - $295.74
Q4 2019	9,479	$2,483	$251.45	$238.34 - $265.17
Q3 2019	10,747	$2,858	$264.00	$248.85 - $283.90
Q2 2019	18,031	$4,712	$243.45	$226.16 - $260.29
Q1 2019	17,157	$4,485	$221.02	$179.60 - $250.24
Q4 2018	17,436	$3,432	$198.51	$174.26 - $220.76
Q3 2018	17,606	$4,004	$204.54	$191.71 - $218.87
Q2 2018	18,191	$3,717	$182.24	$157.89 - $205.89
Q1 2018	19,754	$3,424	$159.49	$142.64 - $170.01
Q4 2017	20,217	$3,206	$144.15	$132.27 - $152.71
Q3 2017	22,315	$3,172	$130.19	$122.88 - $138.41
Q2 2017	44,650	$5,930	$122.01	$107.70 - $135.32
Q1 2017	21,989	$2,551	$112.43	$104.98 - $120.51
Q4 2016	22,579	$2,588	$104.73	$96.56 - $111.00
Q3 2016	21,502	$2,365	$104.29	$99.16 - $109.08
Q2 2016	25,104	$2,812	$97.25	$92.26 - $103.97
Q1 2016	11,006	$1,145	$89.54	$81.77 - $96.92
Q4 2015	10,841	$1,046	$89.36	$78.89 - $99.85
Q3 2015	11,162	$991	$89.42	$73.38 - $99.70
Q2 2015	11,176	$1,126	$93.80	$87.63 - $100.39
Q1 2015	11,782	$1,182	$85.15	$77.71 - $92.50
Q4 2014	13,946	$1,286	$81.30	$71.28 - $87.63
Q3 2014	8,648	$758	$75.72	$72.62 - $80.93