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Intuit shares owned by Capital Planning Advisors

Quarter-by-quarter ownership of Intuit (INTU) shares owned by Capital Planning Advisors from 13F filings

Historical chart of Capital Planning Advisors investment in Intuit

Tip: Access up to 7 years of quarterly data

All positions including Intuit held by Capital Planning Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Intuit by Capital Planning Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.2M 1.9k 625.03
2023-09-30 $804k 1.6k 510.94
2021-12-31 $231k 359 643.45

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World Gold Tr Spdr Gld Minis (GLDM)
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Microsoft Corporation (MSFT)
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Ishares Tr Msci Intl Qualty (IQLT)
Alphabet Cap Stk Cl A (GOOGL)
Ssga Active Etf Tr Mult Ass Rlrtn (RLY)
Investment Managers Ser Tr Knwldl Ld Etf (KLDW)
Costco Wholesale Corporation (COST)

View all positions for Capital Planning Advisors

Top funds holding Intuit

Vanguard Group
T. Rowe Price Associates
Jpmorgan Chase & Co
Goldman Sachs Group
Wellington Management Company
Norges Bank Investment Management
Brown Advisory Holdings Incorporated
Fisher Investments
State Farm Mutual Automobile Insurance Company
Franklin Resources
Bank of New York Mellon
Bank of America Corporation
Legal & General Group
Royal Bank of Canada
Ubs Global Asset Management Americas

View all funds holding Intuit