Intuit shares owned by Kestra Private Wealth Services
Quarter-by-quarter ownership of Intuit (INTU) shares owned by Kestra Private Wealth Services
from 13F filings
Historical chart of Kestra Private Wealth Services investment in Intuit
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All positions including Intuit held by Kestra Private Wealth Services consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Intuit by Kestra Private Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $8.0M | 12k | 662.42 |
| 2025-09-30 | $6.8M | 9.9k | 682.92 |
| 2025-06-30 | $5.1M | 6.5k | 787.63 |
| 2025-03-31 | $4.0M | 6.5k | 613.99 |
| 2024-12-31 | $4.7M | 7.4k | 628.50 |
| 2024-09-30 | $2.8M | 4.6k | 621.00 |
| 2024-06-30 | $2.2M | 3.4k | 657.16 |
| 2024-03-31 | $2.4M | 3.7k | 649.97 |
| 2023-12-31 | $2.0M | 3.2k | 625.03 |
| 2023-09-30 | $945k | 1.8k | 510.94 |
| 2023-06-30 | $635k | 1.4k | 458.19 |
| 2023-03-31 | $621k | 1.4k | 445.71 |
| 2022-12-31 | $1.7M | 4.3k | 389.23 |
| 2022-09-30 | $2.4M | 6.2k | 387.30 |
| 2022-06-30 | $2.0M | 5.2k | 385.36 |
| 2022-03-31 | $1.5M | 3.1k | 480.89 |
| 2021-12-31 | $2.7M | 4.1k | 643.29 |
| 2021-09-30 | $1.5M | 2.8k | 539.49 |
| 2021-06-30 | $1.1M | 2.3k | 490.06 |
| 2021-03-31 | $880k | 2.3k | 382.94 |
| 2020-12-31 | $709k | 1.9k | 375.73 |
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