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Intuit shares owned by Morris Retirement Advisors

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

Historical chart of Morris Retirement Advisors investment in Intuit

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Intuit by Morris Retirement Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $515k 793 649.69
2023-12-31 $491k 785 625.02

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J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
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Microsoft Corporation (MSFT)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
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Ssga Active Etf Tr Blackstone Senr (SRLN)
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Ishares Tr Us Aer Def Etf (ITA)
Apple (AAPL)
Amazon (AMZN)

View all positions for Morris Retirement 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 America Corporation
Bank of New York Mellon
Legal & General Group
Royal Bank of Canada
Ubs Global Asset Management Americas

View all funds holding Intuit