Charter Oak Capital Management »

Intuit shares owned by Charter Oak Capital Management

Quarter-by-quarter ownership of Intuit (INTU) shares owned by Charter Oak Capital Management from 13F filings

Historical chart of Charter Oak Capital Management investment in Intuit

Tip: Access up to 7 years of quarterly data

All positions including Intuit held by Charter Oak Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Intuit by Charter Oak Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $628k 920 682.91
2025-06-30 $744k 944 787.63

More positions owned by Charter Oak Capital Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Core Msci Total (IXUS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Msci Acwi Etf (ACWI)
Vanguard World Esg Intl Stk Etf (VSGX)
Ishares Tr Esg Optimized (SUSA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)

View all positions for Charter Oak Capital Management

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