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Intuit shares owned by Apexium Financial

Quarter-by-quarter ownership of Intuit (INTU) shares owned by Apexium Financial from 13F filings

Historical chart of Apexium Financial investment in Intuit

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All positions including Intuit held by Apexium Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Intuit by Apexium Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $561k 821 682.93
2025-06-30 $637k 809 787.63
2024-12-31 $248k 395 628.50
2024-06-30 $200k 305 657.21
2024-03-31 $230k 354 650.00

More positions owned by Apexium Financial

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Advisor Managed Portfolios Soundwatch Hedgd (SHDG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr U.s. Tech Etf (IYW)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
NVIDIA Corporation (NVDA)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Apexium Financial

Top funds holding Intuit

Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
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