Intuit shares owned by AE Wealth Management
Historical chart of AE Wealth Management investment in Intuit
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Quarterly reported holdings in Intuit by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $61M | 140k | 432.38 |
| 2025-12-31 | $5.0M | 7.5k | 662.95 |
| 2025-09-30 | $5.9M | 8.7k | 683.33 |
| 2025-06-30 | $5.9M | 7.5k | 787.63 |
| 2025-03-31 | $3.2M | 5.1k | 614.38 |
| 2024-12-31 | $3.8M | 6.0k | 627.20 |
| 2024-09-30 | $5.0M | 8.1k | 621.06 |
| 2024-06-30 | $5.7M | 8.7k | 657.28 |
| 2024-03-31 | $3.6M | 5.6k | 650.00 |
| 2023-12-31 | $33M | 52k | 641.36 |
| 2023-09-30 | $28M | 54k | 510.94 |
| 2023-06-30 | $15M | 32k | 458.19 |
| 2023-03-31 | $9.9M | 22k | 445.84 |
| 2022-12-31 | $5.6M | 14k | 389.21 |
| 2022-09-30 | $5.4M | 14k | 387.31 |
| 2022-06-30 | $5.9M | 15k | 385.45 |
| 2022-03-31 | $5.4M | 11k | 480.79 |
| 2021-12-31 | $6.6M | 10k | 643.18 |
| 2021-09-30 | $5.5M | 10k | 539.48 |
| 2021-06-30 | $4.3M | 8.8k | 490.16 |
| 2021-03-31 | $6.3M | 17k | 383.08 |
| 2020-12-31 | $6.2M | 16k | 379.88 |
| 2020-09-30 | $5.2M | 16k | 326.19 |
| 2020-06-30 | $4.6M | 16k | 296.21 |
| 2020-03-31 | $1.8M | 7.7k | 229.94 |
| 2019-12-31 | $2.1M | 8.0k | 261.88 |
| 2019-09-30 | $1.5M | 5.7k | 265.96 |
| 2019-06-30 | $1.4M | 5.4k | 261.38 |
| 2019-03-31 | $683k | 2.6k | 261.39 |
| 2018-09-30 | $405k | 1.8k | 227.40 |
| 2018-06-30 | $475k | 2.3k | 204.39 |