Aprio Wealth Management »

Intuit shares owned by Aprio Wealth Management

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

Historical chart of Aprio Wealth Management investment in Intuit

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Intuit by Aprio Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $286k 440 650.08
2023-12-31 $218k 348 625.13
2021-12-31 $202k 314 643.31

More positions owned by Aprio Wealth Management

Dimensional Etf Trust Us High Profitab (DUHP)
Ishares Msci Emrg Chn (EMXC)
Dimensional Etf Trust Intl High Profit (DIHP)
Vanguard World Fds Health Car Etf (VHT)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Simplify Exchange Traded Fun Short Term Trea (TUA)
First Tr Exchange-traded Nasd Tech Div (TDIV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Real Estate Etf (AVRE)
Proshares Tr DJ BRKFLD GLB (TOLZ)
Vanguard World Fds Comm Srvc Etf (VOX)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Simplify Exchange Traded Fun Mbs Etf (MTBA)
Microsoft Corporation (MSFT)

View all positions for Aprio Wealth Management

Top funds holding Intuit

Vanguard Group
T. Rowe Price Associates
Jpmorgan Chase & Co
Goldman Sachs Group
Wellington Management Company
Norges Bank Investment Management
Brown Advisory Holdings Incorporated
Fisher Investments
State Farm Mutual Automobile Insurance Company
Franklin Resources
Bank of America Corporation
Bank of New York Mellon
Legal & General Group
Royal Bank of Canada
Ubs Global Asset Management Americas

View all funds holding Intuit