Intuit shares owned by Advisor OS
Historical chart of Advisor OS investment in Intuit
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All positions including Intuit held by Advisor OS consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Intuit by Advisor OS
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 2.2k | 683.00 |
| 2025-06-30 | $1.8M | 2.3k | 787.78 |
| 2025-03-31 | $1.5M | 2.5k | 613.99 |
| 2024-12-31 | $1.6M | 2.5k | 628.50 |
| 2024-09-30 | $2.0M | 3.2k | 621.00 |
| 2024-06-30 | $2.2M | 3.3k | 657.21 |
| 2024-03-31 | $2.1M | 3.2k | 650.00 |
| 2023-12-31 | $1.8M | 2.9k | 625.03 |
| 2023-09-30 | $1.8M | 3.6k | 510.94 |
| 2023-06-30 | $1.6M | 3.4k | 458.29 |
| 2023-03-31 | $1.5M | 3.3k | 445.83 |
| 2022-12-31 | $1.3M | 3.2k | 389.22 |
| 2022-09-30 | $1.1M | 2.7k | 387.40 |
| 2022-06-30 | $1.2M | 3.2k | 385.82 |
| 2022-03-31 | $1.6M | 3.2k | 486.49 |
| 2021-12-31 | $3.1M | 4.7k | 655.17 |
| 2021-09-30 | $2.5M | 4.6k | 541.67 |
| 2021-06-30 | $2.3M | 4.8k | 490.65 |
| 2021-03-31 | $1.6M | 4.1k | 382.98 |
| 2020-12-31 | $1.4M | 3.7k | 380.17 |
| 2020-09-30 | $840k | 2.6k | 326.47 |
| 2020-06-30 | $305k | 1.0k | 295.83 |