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Intuit shares owned by Endowment Wealth Management

Quarter-by-quarter ownership of Intuit (INTU) shares owned by Endowment Wealth Management from 13F filings

Historical chart of Endowment Wealth Management investment in Intuit

Tip: Access up to 7 years of quarterly data

All positions including Intuit held by Endowment Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Intuit by Endowment Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $361k 555 649.69
2023-12-31 $365k 584 625.04
2023-09-30 $308k 602 511.00
2023-06-30 $275k 600 458.33

More positions owned by Endowment Wealth Management

Invesco Exchange Traded Fd T Gbl Listed Pvt (PSP)
Indexiq Etf Tr Hedge Mlti Etf (QAI)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p Ttl Stk (ITOT)
West Pharmaceutical Services (WST)
Ishares Tr Core Msci Eafe (IEFA)
Palantir Technologies Cl A (PLTR)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Ibonds Dec24 Etf (IBDP)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Msci Eurzone Etf (EZU)
Ishares Tr Eafe Sml Cp Etf (SCZ)

View all positions for Endowment Wealth Management

Top funds holding Intuit

Vanguard Group
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Jpmorgan Chase & Co
T. Rowe Price Associates
FMR
Geode Capital Management
Morgan Stanley
Goldman Sachs Group
Wellington Management Company
Fisher Investments
Brown Advisory Holdings Incorporated
Edgewood Management
State Farm Mutual Automobile Insurance Company
Northern Trust
Bank of America Corporation

View all funds holding Intuit