INTUIT

Ticker: INTU CUSIP: 461202103 Class: COM

Creative Planning's Holding History (CIK: 0001540235)

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

Q4 2025

Shares 74,940 Value ($000) $49,642 Avg Close $660.69 Range $619.82 - $689.17

Q3 2025

Shares 69,799 Value ($000) $47,667 Avg Close $719.44 Range $639.09 - $812.22

Q2 2025

Shares 64,855 Value ($000) $51,082 Avg Close $674.49 Range $530.03 - $787.99

Q1 2025

Shares 62,098 Value ($000) $38,127 Avg Close $597.47 Range $550.52 - $635.85

Q4 2024

Shares 56,217 Value ($000) $35,332 Avg Close $634.69 Range $594.96 - $710.09

Q3 2024

Shares 53,552 Value ($000) $33,256 Avg Close $632.98 Range $592.31 - $669.23

Q2 2024

Shares 50,716 Value ($000) $33,331 Avg Close $614.24 Range $551.94 - $670.13

Q1 2024

Shares 50,399 Value ($000) $32,759 Avg Close $631.25 Range $578.51 - $663.64

Q4 2023

Shares 47,045 Value ($000) $29,405 Avg Close $544.67 Range $467.66 - $623.20

Q3 2023

Shares 45,590 Value ($000) $23,294 Avg Close $498.82 Range $437.13 - $550.72

Q2 2023

Shares 43,682 Value ($000) $20,015 Avg Close $430.92 Range $393.86 - $455.15

Q1 2023

Shares 41,231 Value ($000) $18,382 Avg Close $403.22 Range $363.35 - $449.86

Q4 2022

Shares 40,219 Value ($000) $15,654 Avg Close $388.88 Range $345.71 - $433.31

Q3 2022

Shares 37,642 Value ($000) $14,580 Avg Close $422.65 Range $362.81 - $480.29

Q2 2022

Shares 35,971 Value ($000) $13,864 Avg Close $404.46 Range $331.53 - $495.31

Q1 2022

Shares 30,561 Value ($000) $14,695 Avg Close $499.50 Range $412.70 - $629.11

Q4 2021

Shares 31,590 Value ($000) $20,319 Avg Close $601.47 Range $505.09 - $698.54

Q3 2021

Shares 32,559 Value ($000) $17,566 Avg Close $524.46 Range $473.62 - $567.34

Q2 2021

Shares 36,296 Value ($000) $17,791 Avg Close $421.44 Range $374.89 - $478.84

Q1 2021

Shares 55,545 Value ($000) $21,277 Avg Close $373.72 Range $346.64 - $411.31

Q4 2020

Shares 38,286 Value ($000) $14,543 Avg Close $340.30 Range $302.41 - $375.96

Q3 2020

Shares 28,824 Value ($000) $9,403 Avg Close $302.64 Range $271.83 - $348.27

Q2 2020

Shares 26,851 Value ($000) $7,953 Avg Close $264.89 Range $207.72 - $287.80

Q1 2020

Shares 26,647 Value ($000) $6,129 Avg Close $260.89 Range $180.86 - $295.74

Q4 2019

Shares 17,049 Value ($000) $4,466 Avg Close $251.45 Range $238.34 - $265.17

Q3 2019

Shares 16,008 Value ($000) $4,257 Avg Close $264.00 Range $248.85 - $283.90

Q2 2019

Shares 15,124 Value ($000) $3,952 Avg Close $243.45 Range $226.16 - $260.29

Q1 2019

Shares 10,417 Value ($000) $2,723 Avg Close $221.02 Range $179.60 - $250.24

Q4 2018

Shares 10,666 Value ($000) $2,100 Avg Close $198.51 Range $174.26 - $220.76

Q3 2018

Shares 9,309 Value ($000) $2,117 Avg Close $204.54 Range $191.71 - $218.87

Q2 2018

Shares 9,185 Value ($000) $1,877 Avg Close $182.24 Range $157.89 - $205.89

Q1 2018

Shares 8,910 Value ($000) $1,545 Avg Close $159.49 Range $142.64 - $170.01

Q4 2017

Shares 14,084 Value ($000) $2,222 Avg Close $144.15 Range $132.27 - $152.71

Q3 2017

Shares 14,624 Value ($000) $2,079 Avg Close $130.19 Range $122.88 - $138.41

Q2 2017

Shares 13,813 Value ($000) $1,835 Avg Close $122.01 Range $107.70 - $135.32

Q1 2017

Shares 14,261 Value ($000) $1,654 Avg Close $112.43 Range $104.98 - $120.51

Q4 2016

Shares 13,138 Value ($000) $1,506 Avg Close $104.73 Range $96.56 - $111.00

Q3 2016

Shares 12,068 Value ($000) $1,328 Avg Close $104.29 Range $99.16 - $109.08

Q2 2016

Shares 9,736 Value ($000) $1,087 Avg Close $97.25 Range $92.26 - $103.97

Q1 2016

Shares 9,230 Value ($000) $960 Avg Close $89.54 Range $81.77 - $96.92

Q4 2015

Shares 9,026 Value ($000) $871 Avg Close $89.36 Range $78.89 - $99.85

Q3 2015

Shares 9,359 Value ($000) $831 Avg Close $89.42 Range $73.38 - $99.70

Q1 2015

Shares 9,224 Value ($000) $894 Avg Close $85.15 Range $77.71 - $92.50

Q4 2014

Shares 9,647 Value ($000) $889 Avg Close $81.30 Range $71.28 - $87.63

Q3 2014

Shares 9,748 Value ($000) $854 Avg Close $75.72 Range $72.62 - $80.93

Q2 2014

Shares 9,840 Value ($000) $792 Avg Close $70.14 Range $65.88 - $74.56

Q1 2014

Shares 9,540 Value ($000) $742 Avg Close $69.23 Range $62.61 - $74.74

Q4 2013

Shares 9,240 Value ($000) $705 Avg Close $65.01 Range $58.85 - $69.57

Q3 2013

Shares 8,840 Value ($000) $586 Avg Close $58.14 Range $55.36 - $60.76

Q2 2013

Shares 9,340 Value ($000) $570 Avg Close $54.39 Range $49.97 - $59.33

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	74,940	$49,642	$660.69	$619.82 - $689.17
Q3 2025	69,799	$47,667	$719.44	$639.09 - $812.22
Q2 2025	64,855	$51,082	$674.49	$530.03 - $787.99
Q1 2025	62,098	$38,127	$597.47	$550.52 - $635.85
Q4 2024	56,217	$35,332	$634.69	$594.96 - $710.09
Q3 2024	53,552	$33,256	$632.98	$592.31 - $669.23
Q2 2024	50,716	$33,331	$614.24	$551.94 - $670.13
Q1 2024	50,399	$32,759	$631.25	$578.51 - $663.64
Q4 2023	47,045	$29,405	$544.67	$467.66 - $623.20
Q3 2023	45,590	$23,294	$498.82	$437.13 - $550.72
Q2 2023	43,682	$20,015	$430.92	$393.86 - $455.15
Q1 2023	41,231	$18,382	$403.22	$363.35 - $449.86
Q4 2022	40,219	$15,654	$388.88	$345.71 - $433.31
Q3 2022	37,642	$14,580	$422.65	$362.81 - $480.29
Q2 2022	35,971	$13,864	$404.46	$331.53 - $495.31
Q1 2022	30,561	$14,695	$499.50	$412.70 - $629.11
Q4 2021	31,590	$20,319	$601.47	$505.09 - $698.54
Q3 2021	32,559	$17,566	$524.46	$473.62 - $567.34
Q2 2021	36,296	$17,791	$421.44	$374.89 - $478.84
Q1 2021	55,545	$21,277	$373.72	$346.64 - $411.31
Q4 2020	38,286	$14,543	$340.30	$302.41 - $375.96
Q3 2020	28,824	$9,403	$302.64	$271.83 - $348.27
Q2 2020	26,851	$7,953	$264.89	$207.72 - $287.80
Q1 2020	26,647	$6,129	$260.89	$180.86 - $295.74
Q4 2019	17,049	$4,466	$251.45	$238.34 - $265.17
Q3 2019	16,008	$4,257	$264.00	$248.85 - $283.90
Q2 2019	15,124	$3,952	$243.45	$226.16 - $260.29
Q1 2019	10,417	$2,723	$221.02	$179.60 - $250.24
Q4 2018	10,666	$2,100	$198.51	$174.26 - $220.76
Q3 2018	9,309	$2,117	$204.54	$191.71 - $218.87
Q2 2018	9,185	$1,877	$182.24	$157.89 - $205.89
Q1 2018	8,910	$1,545	$159.49	$142.64 - $170.01
Q4 2017	14,084	$2,222	$144.15	$132.27 - $152.71
Q3 2017	14,624	$2,079	$130.19	$122.88 - $138.41
Q2 2017	13,813	$1,835	$122.01	$107.70 - $135.32
Q1 2017	14,261	$1,654	$112.43	$104.98 - $120.51
Q4 2016	13,138	$1,506	$104.73	$96.56 - $111.00
Q3 2016	12,068	$1,328	$104.29	$99.16 - $109.08
Q2 2016	9,736	$1,087	$97.25	$92.26 - $103.97
Q1 2016	9,230	$960	$89.54	$81.77 - $96.92
Q4 2015	9,026	$871	$89.36	$78.89 - $99.85
Q3 2015	9,359	$831	$89.42	$73.38 - $99.70
Q1 2015	9,224	$894	$85.15	$77.71 - $92.50
Q4 2014	9,647	$889	$81.30	$71.28 - $87.63
Q3 2014	9,748	$854	$75.72	$72.62 - $80.93
Q2 2014	9,840	$792	$70.14	$65.88 - $74.56
Q1 2014	9,540	$742	$69.23	$62.61 - $74.74
Q4 2013	9,240	$705	$65.01	$58.85 - $69.57
Q3 2013	8,840	$586	$58.14	$55.36 - $60.76
Q2 2013	9,340	$570	$54.39	$49.97 - $59.33