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Intuit shares owned by Brown Wealth Management

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

Historical chart of Brown Wealth Management investment in Intuit

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

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Quarterly reported holdings in Intuit by Brown Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $241k 364 662.42
2025-09-30 $204k 299 682.91
2025-06-30 $243k 308 787.63

More positions owned by Brown Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Shrt Nat Mun Etf (SUB)
Innovator Etfs Trust Power Buffer Set (PSTP)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Ishares Tr Core Msci Intl (IDEV)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Proshares Tr S&p 500 Dv Arist (NOBL)

View all positions for Brown Wealth Management

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