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Intuit shares owned by Moneta Group Investment Advisors

Quarter-by-quarter ownership of Intuit (INTU) shares owned by Moneta Group Investment Advisors from 13F filings

Historical chart of Moneta Group Investment Advisors investment in Intuit

Tip: Access up to 7 years of quarterly data

All positions including Intuit held by Moneta Group Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Intuit by Moneta Group Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.2M 2.0k 625.03
2023-09-30 $1.0M 2.0k 510.99
2023-06-30 $961k 2.1k 458.19
2023-03-31 $908k 2.0k 445.92
2022-12-31 $813k 2.1k 389.26
2022-09-30 $683k 1.8k 387.41
2022-06-30 $848k 2.2k 385.45
2018-06-30 $35k 170 205.88
2018-03-31 $29k 170 170.59
2017-12-31 $0 3 0.00
2015-09-30 $44k 500 88.00

More positions owned by Moneta Group Investment Advisors

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Core Msci Emkt (IEMG)
Archer Daniels Midland Company (ADM)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Sml Cp Grw Etf (VBK)

View all positions for Moneta Group Investment Advisors

Top funds holding Intuit

Vanguard Group
BlackRock
Jpmorgan Chase & Co
T. Rowe Price Associates
FMR
Geode Capital Management
Morgan Stanley
Goldman Sachs Group
Wellington Management Company
Fisher Investments
Brown Advisory Holdings Incorporated
Edgewood Management
State Farm Mutual Automobile Insurance Company
Northern Trust
Bank of America Corporation

View all funds holding Intuit