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Intuit shares owned by LifeGoal Wealth Advisors

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

Historical chart of LifeGoal Wealth Advisors investment in Intuit

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Intuit by LifeGoal Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $762k 1.8k 425.87

More positions owned by LifeGoal Wealth Advisors

Ishares Tr U S Equity Factr (LRGF)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Ishares Tr Core Div Grwth (DGRO)
Rbb Fund Trust First Eagle Gbl (FEGE)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Growth Etf (VUG)
Pimco Etf Tr Multisector Bd (PYLD)
J P Morgan Exchange Traded F Income Etf (JPIE)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
Apple (AAPL)
Ishares Emng Mkts Eqt (EMGF)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
World Gold Tr Spdr Gld Minis (GLDM)

View all positions for LifeGoal Wealth Advisors

Top funds holding Intuit

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
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Geode Capital Management
Morgan Stanley
Invesco
Wellington Management Company
Northern Trust
Goldman Sachs Group
Ubs Global Asset Management Americas
State Farm Mutual Automobile Insurance Company
FMR
Susquehanna International

View all funds holding Intuit