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Intuit shares owned by AGH Wealth Advisors

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

Historical chart of AGH Wealth Advisors investment in Intuit

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Intuit by AGH Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $370k 542 682.92
2025-06-30 $473k 601 787.63
2025-03-31 $338k 550 614.00
2024-12-31 $377k 599 628.53

More positions owned by AGH Wealth Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
American Centy Etf Tr Intl Eqt Etf (AVDE)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Spdr Gold Tr Gold Shs (GLD)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Apple (AAPL)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Invesco Exchange Traded Fd T Large Cap Value (PWV)
Amazon (AMZN)
Broadcom (AVGO)
Meta Platforms Cl A (META)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for AGH Wealth Advisors

Top funds holding Intuit

Vanguard Group
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State Street Corporation
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Morgan Stanley
Wellington Management Company
Invesco
Northern Trust
Ubs Global Asset Management Americas
State Farm Mutual Automobile Insurance Company
Brown Advisory Holdings Incorporated
Goldman Sachs Group
FMR
Fisher Investments

View all funds holding Intuit