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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
2026-03-31 $204k 471 432.38
2025-12-31 $312k 471 662.42

More positions owned by Beta Wealth

Pimco Etf Tr Multisector Bd (PYLD)
Gmo Etf Trust Gmo Intl Quality (QLTI)
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)
Global X Fds Nasdaq 100 Cover (QYLD)
First Tr Exch Trd Alphdx Em Sml Cp Alph (FEMS)
Ishares Em Mkts Div Etf (DVYE)
Advisors Inner Circle Lsv Disciplined (LSVD)
Vanguard Whitehall Fds Intl High Etf (VYMI)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Goldman Sachs Etf Tr Msci World Priv (GTPE)
Dimensional Etf Trust Emerging Mrktets (DEXC)
Harbor Etf Trust Harbor Commodity (HGER)
J P Morgan Exchange Traded F Realty Income Et (JPRE)

View all positions for Beta Wealth

Top funds holding Intuit

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
Vanguard Portfolio Management
Geode Capital Management
Morgan Stanley
Invesco
Wellington Management Company
Northern Trust
Goldman Sachs Group
Ubs Global Asset Management Americas
State Farm Mutual Automobile Insurance Company
FMR
Susquehanna International

View all funds holding Intuit