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Intuit shares owned by Convergence Financial

Quarter-by-quarter ownership of Intuit (INTU) shares owned by Convergence Financial from 13F filings

Historical chart of Convergence Financial investment in Intuit

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All positions including Intuit held by Convergence Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Intuit by Convergence Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.2M 1.9k 662.49
2025-09-30 $1.4M 2.1k 682.97
2025-06-30 $1.7M 2.2k 787.68

More positions owned by Convergence Financial

Spdr Series Trust State Street Spd (SPYG)
Spdr Series Trust State Street Spd (SPYV)
Spdr Series Trust State Street Spd (SPAB)
Spdr Series Trust State Street Spd (BIL)
Spdr Series Trust State Street Spd (MDYV)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Spdr Series Trust State Street Spd (MDYG)
Ishares Tr Msci Usa Mmentm (MTUM)
Simplify Exchange Traded Fun Mbs Etf (MTBA)
Franklin Templeton Etf Tr Us Core Bond Etf (FLCB)
Spdr Series Trust State Street Spd (SLYV)
Spdr Series Trust State Street Spd (SLYG)
Select Sector Spdr Tr State Street Tec (XLK)
Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)

View all positions for Convergence Financial

Top funds holding Intuit

Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
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