Intuit shares owned by EP Wealth Advisors
Historical chart of EP Wealth Advisors investment in Intuit
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All positions including Intuit held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Intuit by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $5.4M | 6.9k | 787.59 |
| 2025-03-31 | $5.0M | 8.1k | 614.03 |
| 2024-12-31 | $5.1M | 8.2k | 628.50 |
| 2024-09-30 | $6.2M | 10k | 621.01 |
| 2024-06-30 | $3.7M | 5.6k | 657.26 |
| 2024-03-31 | $3.8M | 5.9k | 650.05 |
| 2023-12-31 | $3.3M | 5.3k | 624.99 |
| 2023-09-30 | $2.5M | 4.9k | 510.98 |
| 2023-06-30 | $1.8M | 15k | 119.31 |
| 2023-03-31 | $2.6M | 80k | 32.67 |
| 2022-12-31 | $1.3M | 3.4k | 389.22 |
| 2022-06-30 | $1.9M | 5.1k | 385.36 |
| 2022-03-31 | $1.7M | 3.5k | 480.87 |
| 2021-12-31 | $2.0M | 3.0k | 643.14 |
| 2021-09-30 | $1.9M | 12k | 161.47 |
| 2021-06-30 | $932k | 1.9k | 490.01 |
| 2021-03-31 | $700k | 1.8k | 382.93 |
| 2020-12-31 | $588k | 1.5k | 379.60 |
| 2020-09-30 | $383k | 1.2k | 326.24 |
| 2020-06-30 | $365k | 1.2k | 296.51 |
| 2020-03-31 | $247k | 1.1k | 230.41 |
| 2019-12-31 | $312k | 1.2k | 261.53 |
| 2019-09-30 | $277k | 1.0k | 266.35 |
| 2019-06-30 | $279k | 1.1k | 260.99 |
| 2019-03-31 | $290k | 1.1k | 261.03 |
| 2018-09-30 | $229k | 1.0k | 227.63 |