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Intuit shares owned by Broadway Wealth Solutions

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

Historical chart of Broadway Wealth Solutions investment in Intuit

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

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Quarterly reported holdings in Intuit by Broadway Wealth Solutions

Quarter filed Position value Share count Share price at filing
2025-12-31 $300k 453 662.84
2025-09-30 $305k 447 683.27
2025-06-30 $345k 438 787.99
2025-03-31 $295k 481 614.19

More positions owned by Broadway Wealth Solutions

Spdr Series Trust State Street Spd (SPYM)
Victory Portfolios Ii Short Trm Bd Etf (USTB)
Federated Hermes Etf Trust Hermes Total Ret (FTRB)
American Centy Etf Tr Intl Eqt Etf (AVDE)
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Fidelity Covington Trust Enhanced Mid (FMDE)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Spdr Series Trust State Street Spd (SPTL)
J P Morgan Exchange Traded F Active Growth (JGRO)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Neuberger Berman Etf Trust Small Mid Cap Et (NBSM)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Apple (AAPL)

View all positions for Broadway Wealth Solutions

Top funds holding Intuit

Vanguard Group
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State Street Corporation
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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