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Intuit shares owned by Icon Wealth Advisors

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

Historical chart of Icon Wealth Advisors investment in Intuit

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Intuit by Icon Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.3M 4.9k 682.96
2025-06-30 $2.1M 2.7k 787.74
2025-03-31 $1.2M 1.9k 614.11
2024-12-31 $1.6M 2.5k 628.60
2024-09-30 $1.6M 2.6k 621.08
2024-03-31 $896k 1.4k 650.00

More positions owned by Icon Wealth Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)
Ishares S&p 500 Growth Etf Etf (IVW)
Microsoft Corp Stock (MSFT)
Accenture Plc Ireland Shs Class A Stock (ACN)
Ishares Core Total Usd Bond Market Etf Etf (IUSB)
Ishares Msci Eafe Value Etf Etf (EFV)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Ishares S&p 500 Value Etf Etf (IVE)
Ishares Core Msci Emerging Markets Etf Etf (IEMG)
Ishares S&p 100 Etf Etf (OEF)
Nvidia Corporation Stock (NVDA)
Apple Stock (AAPL)
Ishares 10-20 Year Treasury Bond Etf Etf (TLH)
Ishares National Muni Bond Etf Etf (MUB)

View all positions for Icon Wealth Advisors

Top funds holding Intuit

Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
Morgan Stanley
Wellington Management Company
Invesco
Northern Trust
Ubs Global Asset Management Americas
State Farm Mutual Automobile Insurance Company
Brown Advisory Holdings Incorporated
Goldman Sachs Group
FMR
Fisher Investments

View all funds holding Intuit