INTUIT

Ticker: INTU CUSIP: 461202103 Class: COM

Copeland Capital Management, LLC's Holding History (CIK: 0001541743)

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

Q4 2025

Shares 22,025 Value ($000) $14,591 Avg Close $660.69 Range $619.82 - $689.17

Q3 2025

Shares 22,982 Value ($000) $15,696 Avg Close $719.44 Range $639.09 - $812.22

Q2 2025

Shares 24,082 Value ($000) $18,968 Avg Close $674.49 Range $530.03 - $787.99

Q1 2025

Shares 24,179 Value ($000) $14,846 Avg Close $597.47 Range $550.52 - $635.85

Q4 2024

Shares 24,699 Value ($000) $15,523 Avg Close $634.69 Range $594.96 - $710.09

Q3 2024

Shares 28,577 Value ($000) $17,746 Avg Close $632.98 Range $592.31 - $669.23

Q2 2024

Shares 29,735 Value ($000) $19,542 Avg Close $614.24 Range $551.94 - $670.13

Q1 2024

Shares 28,733 Value ($000) $18,676 Avg Close $631.25 Range $578.51 - $663.64

Q4 2023

Shares 26,626 Value ($000) $16,642 Avg Close $544.67 Range $467.66 - $623.20

Q3 2023

Shares 27,216 Value ($000) $13,906 Avg Close $498.82 Range $437.13 - $550.72

Q2 2023

Shares 27,856 Value ($000) $12,763 Avg Close $430.92 Range $393.86 - $455.15

Q1 2023

Shares 17,838 Value ($000) $8 Avg Close $403.22 Range $363.35 - $449.86

Q4 2022

Shares 18,473 Value ($000) $7 Avg Close $388.88 Range $345.71 - $433.31

Q3 2022

Shares 19,543 Value ($000) $7,570 Avg Close $422.65 Range $362.81 - $480.29

Q2 2022

Shares 20,331 Value ($000) $7,837 Avg Close $404.46 Range $331.53 - $495.31

Q1 2022

Shares 20,602 Value ($000) $9,906 Avg Close $499.50 Range $412.70 - $629.11

Q4 2021

Shares 20,877 Value ($000) $13,429 Avg Close $601.47 Range $505.09 - $698.54

Q3 2021

Shares 22,558 Value ($000) $12,170 Avg Close $524.46 Range $473.62 - $567.34

Q2 2021

Shares 16,238 Value ($000) $7,959 Avg Close $421.44 Range $374.89 - $478.84

Q1 2021

Shares 16,002 Value ($000) $6,130 Avg Close $373.72 Range $346.64 - $411.31

Q4 2020

Shares 16,716 Value ($000) $6,350 Avg Close $340.30 Range $302.41 - $375.96

Q3 2020

Shares 17,667 Value ($000) $5,763 Avg Close $302.64 Range $271.83 - $348.27

Q2 2020

Shares 15,718 Value ($000) $4,656 Avg Close $264.89 Range $207.72 - $287.80

Q1 2020

Shares 16,337 Value ($000) $3,757 Avg Close $260.89 Range $180.86 - $295.74

Q4 2019

Shares 24,754 Value ($000) $6,484 Avg Close $251.45 Range $238.34 - $265.17

Q3 2019

Shares 25,066 Value ($000) $6,666 Avg Close $264.00 Range $248.85 - $283.90

Q2 2019

Shares 13,667 Value ($000) $3,572 Avg Close $243.45 Range $226.16 - $260.29

Q1 2019

Shares 13,881 Value ($000) $3,629 Avg Close $221.02 Range $179.60 - $250.24

Q4 2018

Shares 37,200 Value ($000) $7,323 Avg Close $198.51 Range $174.26 - $220.76

Q3 2018

Shares 71,629 Value ($000) $16,288 Avg Close $204.54 Range $191.71 - $218.87

Q2 2018

Shares 86,478 Value ($000) $17,668 Avg Close $182.24 Range $157.89 - $205.89

Q1 2018

Shares 91,569 Value ($000) $15,873 Avg Close $159.49 Range $142.64 - $170.01

Q4 2017

Shares 94,630 Value ($000) $14,931 Avg Close $144.15 Range $132.27 - $152.71

Q3 2017

Shares 96,645 Value ($000) $13,737 Avg Close $130.19 Range $122.88 - $138.41

Q2 2017

Shares 114,685 Value ($000) $15,231 Avg Close $122.01 Range $107.70 - $135.32

Q1 2017

Shares 138,587 Value ($000) $17,524 Avg Close $112.43 Range $104.98 - $120.51

Q4 2016

Shares 127,854 Value ($000) $14,654 Avg Close $104.73 Range $96.56 - $111.00

Q3 2016

Shares 157,665 Value ($000) $17,345 Avg Close $104.29 Range $99.16 - $109.08

Q2 2016

Shares 72,914 Value ($000) $8,138 Avg Close $97.25 Range $92.26 - $103.97

Q1 2016

Shares 2,209 Value ($000) $230 Avg Close $89.54 Range $81.77 - $96.92

Q4 2015

Shares 157,416 Value ($000) $15,191 Avg Close $89.36 Range $78.89 - $99.85

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	22,025	$14,591	$660.69	$619.82 - $689.17
Q3 2025	22,982	$15,696	$719.44	$639.09 - $812.22
Q2 2025	24,082	$18,968	$674.49	$530.03 - $787.99
Q1 2025	24,179	$14,846	$597.47	$550.52 - $635.85
Q4 2024	24,699	$15,523	$634.69	$594.96 - $710.09
Q3 2024	28,577	$17,746	$632.98	$592.31 - $669.23
Q2 2024	29,735	$19,542	$614.24	$551.94 - $670.13
Q1 2024	28,733	$18,676	$631.25	$578.51 - $663.64
Q4 2023	26,626	$16,642	$544.67	$467.66 - $623.20
Q3 2023	27,216	$13,906	$498.82	$437.13 - $550.72
Q2 2023	27,856	$12,763	$430.92	$393.86 - $455.15
Q1 2023	17,838	$8	$403.22	$363.35 - $449.86
Q4 2022	18,473	$7	$388.88	$345.71 - $433.31
Q3 2022	19,543	$7,570	$422.65	$362.81 - $480.29
Q2 2022	20,331	$7,837	$404.46	$331.53 - $495.31
Q1 2022	20,602	$9,906	$499.50	$412.70 - $629.11
Q4 2021	20,877	$13,429	$601.47	$505.09 - $698.54
Q3 2021	22,558	$12,170	$524.46	$473.62 - $567.34
Q2 2021	16,238	$7,959	$421.44	$374.89 - $478.84
Q1 2021	16,002	$6,130	$373.72	$346.64 - $411.31
Q4 2020	16,716	$6,350	$340.30	$302.41 - $375.96
Q3 2020	17,667	$5,763	$302.64	$271.83 - $348.27
Q2 2020	15,718	$4,656	$264.89	$207.72 - $287.80
Q1 2020	16,337	$3,757	$260.89	$180.86 - $295.74
Q4 2019	24,754	$6,484	$251.45	$238.34 - $265.17
Q3 2019	25,066	$6,666	$264.00	$248.85 - $283.90
Q2 2019	13,667	$3,572	$243.45	$226.16 - $260.29
Q1 2019	13,881	$3,629	$221.02	$179.60 - $250.24
Q4 2018	37,200	$7,323	$198.51	$174.26 - $220.76
Q3 2018	71,629	$16,288	$204.54	$191.71 - $218.87
Q2 2018	86,478	$17,668	$182.24	$157.89 - $205.89
Q1 2018	91,569	$15,873	$159.49	$142.64 - $170.01
Q4 2017	94,630	$14,931	$144.15	$132.27 - $152.71
Q3 2017	96,645	$13,737	$130.19	$122.88 - $138.41
Q2 2017	114,685	$15,231	$122.01	$107.70 - $135.32
Q1 2017	138,587	$17,524	$112.43	$104.98 - $120.51
Q4 2016	127,854	$14,654	$104.73	$96.56 - $111.00
Q3 2016	157,665	$17,345	$104.29	$99.16 - $109.08
Q2 2016	72,914	$8,138	$97.25	$92.26 - $103.97
Q1 2016	2,209	$230	$89.54	$81.77 - $96.92
Q4 2015	157,416	$15,191	$89.36	$78.89 - $99.85