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Intuit shares owned by Aletheian Wealth Advisors

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

Historical chart of Aletheian Wealth Advisors investment in Intuit

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Intuit by Aletheian Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $222k 325 682.91
2025-06-30 $249k 316 787.63

More positions owned by Aletheian Wealth Advisors

Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Invesco Exchange Traded Fd T Gbl Listed Pvt (PSP)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr National Mun Etf (MUB)
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)
Microsoft Corporation (MSFT)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Core Intl Aggr (IAGG)
Ishares Tr Pfd And Incm Sec (PFF)

View all positions for Aletheian Wealth Advisors

Top funds holding Intuit

Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
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
Bank of New York Mellon

View all funds holding Intuit