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Intuit shares owned by Cm Wealth Advisors

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

Historical chart of Cm Wealth Advisors investment in Intuit

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Intuit by Cm Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $812k 1.2k 662.42
2024-03-31 $728k 1.1k 641.15
2023-06-30 $680k 1.3k 511.84

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View all positions for Cm Wealth 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