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Intuit shares owned by Capital Performance Advisors

Quarter-by-quarter ownership of Intuit (INTU) shares owned by Capital Performance Advisors from 13F filings

Historical chart of Capital Performance Advisors investment in Intuit

Tip: Access up to 7 years of quarterly data

All positions including Intuit held by Capital Performance Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Intuit by Capital Performance Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $460k 694 662.62
2025-09-30 $650k 952 682.88
2025-06-30 $306k 388 788.61
2025-03-31 $260k 423 614.78
2024-09-30 $18k 29 617.72

More positions owned by Capital Performance Advisors

Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Intl Small Cap V (DISV)

View all positions for Capital Performance Advisors

Top funds holding Intuit

Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
Wellington Management Company
Invesco
Northern Trust
Ubs Global Asset Management Americas
State Farm Mutual Automobile Insurance Company
Brown Advisory Holdings Incorporated
Goldman Sachs Group
FMR
Fisher Investments
Bank of New York Mellon

View all funds holding Intuit