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Intuit shares owned by Fiduciary Wealth Partners

Quarter-by-quarter ownership of Intuit (INTU) shares owned by Fiduciary Wealth Partners from 13F filings

Historical chart of Fiduciary Wealth Partners investment in Intuit

Tip: Access up to 7 years of quarterly data

All positions including Intuit held by Fiduciary Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Intuit by Fiduciary Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $509k 745 682.94
2025-06-30 $648k 822 787.66
2025-03-31 $6.1k 10 614.00