INTUIT

Ticker: INTU CUSIP: 461202103 Class: COM

Steward Partners Investment Advisory, LLC's Holding History (CIK: 0001723397)

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

Q4 2025

Shares 11,048 Value ($000) $7,318 Avg Close $660.69 Range $619.82 - $689.17

Q3 2025

Shares 9,407 Value ($000) $6,425 Avg Close $719.44 Range $639.09 - $812.22

Q2 2025

Shares 8,198 Value ($000) $6,456 Avg Close $674.49 Range $530.03 - $787.99

Q1 2025

Shares 15,843 Value ($000) $9,728 Avg Close $597.47 Range $550.52 - $635.85

Q4 2024

Shares 15,478 Value ($000) $9,728 Avg Close $634.69 Range $594.96 - $710.09

Q3 2024

Shares 15,342 Value ($000) $9,527 Avg Close $632.98 Range $592.31 - $669.23

Q2 2024

Shares 11,267 Value ($000) $7,405 Avg Close $614.24 Range $551.94 - $670.13

Q1 2024

Shares 10,620 Value ($000) $6,903 Avg Close $631.25 Range $578.51 - $663.64

Q4 2023

Shares 7,087 Value ($000) $4,429 Avg Close $544.67 Range $467.66 - $623.20

Q3 2023

Shares 6,664 Value ($000) $3,405 Avg Close $498.82 Range $437.13 - $550.72

Q2 2023

Shares 6,601 Value ($000) $3,024 Avg Close $430.92 Range $393.86 - $455.15

Q1 2023

Shares 6,703 Value ($000) $2,988 Avg Close $403.22 Range $363.35 - $449.86

Q4 2022

Shares 6,522 Value ($000) $2,538 Avg Close $388.88 Range $345.71 - $433.31

Q3 2022

Shares 6,835 Value ($000) $2,648 Avg Close $422.65 Range $362.81 - $480.29

Q2 2022

Shares 10,638 Value ($000) $4,100 Avg Close $404.46 Range $331.53 - $495.31

Q1 2022

Shares 11,352 Value ($000) $5,458 Avg Close $499.50 Range $412.70 - $629.11

Q4 2021

Shares 10,610 Value ($000) $6,824 Avg Close $601.47 Range $505.09 - $698.54

Q3 2021

Shares 6,690 Value ($000) $3,609 Avg Close $524.46 Range $473.62 - $567.34

Q2 2021

Shares 6,114 Value ($000) $2,997 Avg Close $421.44 Range $374.89 - $478.84

Q1 2021

Shares 6,546 Value ($000) $2,507,376 Avg Close $373.72 Range $346.64 - $411.31

Q4 2020

Shares 8,798 Value ($000) $3,342 Avg Close $340.30 Range $302.41 - $375.96

Q3 2020

Shares 6,025 Value ($000) $1,965 Avg Close $302.64 Range $271.83 - $348.27

Q2 2020

Shares 5,825 Value ($000) $1,725 Avg Close $264.89 Range $207.72 - $287.80

Q1 2020

Shares 5,714 Value ($000) $1,314 Avg Close $260.89 Range $180.86 - $295.74

Q4 2019

Shares 5,822 Value ($000) $1,525 Avg Close $251.45 Range $238.34 - $265.17

Q3 2019

Shares 5,801 Value ($000) $1,542 Avg Close $264.00 Range $248.85 - $283.90

Q2 2019

Shares 6,172 Value ($000) $1,612 Avg Close $243.45 Range $226.16 - $260.29

Q1 2019

Shares 5,211 Value ($000) $1,362 Avg Close $221.02 Range $179.60 - $250.24

Q4 2018

Shares 5,585 Value ($000) $1,099 Avg Close $198.51 Range $174.26 - $220.76

Q3 2018

Shares 5,772 Value ($000) $1,313 Avg Close $204.54 Range $191.71 - $218.87

Q2 2018

Shares 5,792 Value ($000) $1,183 Avg Close $182.24 Range $157.89 - $205.89

Q1 2018

Shares 5,950 Value ($000) $1,031 Avg Close $159.49 Range $142.64 - $170.01

Q4 2017

Shares 5,684 Value ($000) $896 Avg Close $144.15 Range $132.27 - $152.71

Q3 2017

Shares 5,517 Value ($000) $784 Avg Close $130.19 Range $122.88 - $138.41

Q2 2017

Shares 5,383 Value ($000) $714 Avg Close $122.01 Range $107.70 - $135.32

Q1 2017

Shares 54 Value ($000) $6 Avg Close $112.43 Range $104.98 - $120.51

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	11,048	$7,318	$660.69	$619.82 - $689.17
Q3 2025	9,407	$6,425	$719.44	$639.09 - $812.22
Q2 2025	8,198	$6,456	$674.49	$530.03 - $787.99
Q1 2025	15,843	$9,728	$597.47	$550.52 - $635.85
Q4 2024	15,478	$9,728	$634.69	$594.96 - $710.09
Q3 2024	15,342	$9,527	$632.98	$592.31 - $669.23
Q2 2024	11,267	$7,405	$614.24	$551.94 - $670.13
Q1 2024	10,620	$6,903	$631.25	$578.51 - $663.64
Q4 2023	7,087	$4,429	$544.67	$467.66 - $623.20
Q3 2023	6,664	$3,405	$498.82	$437.13 - $550.72
Q2 2023	6,601	$3,024	$430.92	$393.86 - $455.15
Q1 2023	6,703	$2,988	$403.22	$363.35 - $449.86
Q4 2022	6,522	$2,538	$388.88	$345.71 - $433.31
Q3 2022	6,835	$2,648	$422.65	$362.81 - $480.29
Q2 2022	10,638	$4,100	$404.46	$331.53 - $495.31
Q1 2022	11,352	$5,458	$499.50	$412.70 - $629.11
Q4 2021	10,610	$6,824	$601.47	$505.09 - $698.54
Q3 2021	6,690	$3,609	$524.46	$473.62 - $567.34
Q2 2021	6,114	$2,997	$421.44	$374.89 - $478.84
Q1 2021	6,546	$2,507,376	$373.72	$346.64 - $411.31
Q4 2020	8,798	$3,342	$340.30	$302.41 - $375.96
Q3 2020	6,025	$1,965	$302.64	$271.83 - $348.27
Q2 2020	5,825	$1,725	$264.89	$207.72 - $287.80
Q1 2020	5,714	$1,314	$260.89	$180.86 - $295.74
Q4 2019	5,822	$1,525	$251.45	$238.34 - $265.17
Q3 2019	5,801	$1,542	$264.00	$248.85 - $283.90
Q2 2019	6,172	$1,612	$243.45	$226.16 - $260.29
Q1 2019	5,211	$1,362	$221.02	$179.60 - $250.24
Q4 2018	5,585	$1,099	$198.51	$174.26 - $220.76
Q3 2018	5,772	$1,313	$204.54	$191.71 - $218.87
Q2 2018	5,792	$1,183	$182.24	$157.89 - $205.89
Q1 2018	5,950	$1,031	$159.49	$142.64 - $170.01
Q4 2017	5,684	$896	$144.15	$132.27 - $152.71
Q3 2017	5,517	$784	$130.19	$122.88 - $138.41
Q2 2017	5,383	$714	$122.01	$107.70 - $135.32
Q1 2017	54	$6	$112.43	$104.98 - $120.51