Custom Portfolio Group »

Intuit shares owned by Custom Portfolio Group

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

Historical chart of Custom Portfolio Group investment in Intuit

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Intuit by Custom Portfolio Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $70k 107 657.21
2024-03-31 $70k 107 650.00
2023-12-31 $67k 107 625.03

More positions owned by Custom Portfolio Group

iShares 0-3 Month Treasury Bond ETF Etf (SGOV)
Vanguard S&P 500 Index Fund ETF Etf
Schwab US Broad Market ETF Etf (SCHB)
iShares Gold Trust ETF Etf (IAU)
Vanguard Short-Term Treasury Index Fund ETF Etf (VGSH)
SPDR Gold Shares ETF Etf (GLD)
Vanguard Energy Index Fund ETF Etf (VDE)
Vanguard Inter-Term Treasury Bond Index ETF Etf (VGIT)
iShares Silver Trust ETF Etf (SLV)
iShares Emerging Markets Dividend ETF Etf (DVYE)
iShares Asia/Pacific Dividend ETF Etf (DVYA)
iShares Intl Select Dividend ETF Etf (IDV)
Vanguard US Multifactor Fund ETF Etf (VFMF)
Microsoft Corp Common Stock (MSFT)
ConocoPhillips Common Stock (COP)

View all positions for Custom Portfolio Group

Top funds holding Intuit

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

View all funds holding Intuit