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Intuit shares owned by Cornerstone Planning Group

Quarter-by-quarter ownership of Intuit (INTU) shares owned by Cornerstone Planning Group from 13F filings

Historical chart of Cornerstone Planning Group investment in Intuit

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All positions including Intuit held by Cornerstone Planning Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Intuit by Cornerstone Planning Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $46k 75 606.71
2024-09-30 $49k 78 623.74
2024-03-31 $52k 83 629.28
2023-12-31 $70k 112 625.03
2023-09-30 $57k 112 510.94
2023-06-30 $49k 107 458.19
2022-12-31 $38k 99 378.61

More positions owned by Cornerstone Planning Group

Invesco Qqq Trust Series I Exchange Traded Fund (QQQ)
Vanguard Ftse Developed Markets Etf Exchange Traded Fund (VEA)
Vanguard Intermediate-term Bond Etf Exchange Traded Fund (BIV)
Schwab Fundamental U.s. Large Company Etf Exchange Traded Fund (FNDX)
Ishares U.s. Smallcap Equity Factor Etf Exchange Traded Fund (SMLF)
Ishares Morningstar Mid-cap Growth Etf Exchange Traded Fund (IMCG)
Ishares High Yield Systematic Bond Etf Exchange Traded Fund (HYDB)
Ishares Convertible Bond Etf Exchange Traded Fund (ICVT)
First Trust Long/short Equity Etf Exchange Traded Fund (FTLS)
Victoryshares Short-term Bond Etf Exchange Traded Fund (USTB)
Ishares Residential And Multisector Real Estate Etf Exchange Traded Fund (REZ)
Pacer Us Cash Cows 100 Etf Exchange Traded Fund (COWZ)
First Trust Emerging Markets Small Cap Alphadex Fund Exchange Traded Fund (FEMS)
First Trust Materials Alphadex Fund Exchange Traded Fund (FXZ)
Schwab Us Dividend Equity Etf Exchange Traded Fund (SCHD)

View all positions for Cornerstone Planning Group

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