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Intuit shares owned by Beta Wealth

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

Historical chart of Beta Wealth investment in Intuit

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Intuit by Beta Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $312k 471 662.42

More positions owned by Beta Wealth

Gmo Etf Trust Gmo Intl Quality (QLTI)
Pimco Etf Tr Multisector Bd (PYLD)
Invesco Exchange Traded Fd T S&p 500 Vlu Momn (SPVM)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Em Mkts Div Etf (DVYE)
Global X Fds Nasdaq 100 Cover (QYLD)
First Tr Exch Trd Alphdx Em Sml Cp Alph (FEMS)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Invesco Exchange Traded Fd T Gbl Listed Pvt (PSP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ssga Active Etf Tr State Street Bla (SRLN)
Dimensional Etf Trust Emerging Mrktets (DEXC)
J P Morgan Exchange Traded F Realty Income Et (JPRE)

View all positions for Beta Wealth

Top funds holding Intuit

Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
Norges Bank Investment Management
Wellington Management Company
Invesco
Northern Trust
Goldman Sachs Group
Ubs Global Asset Management Americas
State Farm Mutual Automobile Insurance Company
Bank of New York Mellon
FMR
Susquehanna International

View all funds holding Intuit