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Intuit shares owned by Klingman & Associates

Quarter-by-quarter ownership of Intuit (INTU) shares owned by Klingman & Associates from 13F filings

Historical chart of Klingman & Associates investment in Intuit

Tip: Access up to 7 years of quarterly data

All positions including Intuit held by Klingman & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Intuit by Klingman & Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $389k 569 682.91
2025-06-30 $530k 673 787.63

More positions owned by Klingman & Associates

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Apple (AAPL)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Ibonds Dec 29 (IBDU)
Ishares Tr Ibonds Dec 2030 (IBDV)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)

View all positions for Klingman & Associates

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