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Intuit shares owned by Compass Ion Advisors

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

Historical chart of Compass Ion Advisors investment in Intuit

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Intuit by Compass Ion Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $232k 374 621.02
2024-06-30 $250k 384 650.02
2024-03-31 $250k 384 650.02
2023-12-31 $240k 384 625.05
2023-09-30 $205k 401 510.96

More positions owned by Compass Ion Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core Total Usd (IUSB)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Ishares Tr Core Div Grwth (DGRO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Etf Ser Solutions Aptus Defined (DRSK)
Microstrategy Cl A New (MSTR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Sm Cp Val Etf (VBR)

View all positions for Compass Ion Advisors

Top funds holding Intuit

Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
T. Rowe Price Associates
Geode Capital Management
FMR
Wellington Management Company
Fisher Investments
Brown Advisory Holdings Incorporated
Invesco
State Farm Mutual Automobile Insurance Company
Goldman Sachs Group
Northern Trust
Amundi

View all funds holding Intuit