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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

Tip: Access up to 7 years of quarterly data

All positions including Intuit held by Kestra Private Wealth Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly 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