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Intuit shares owned by Montag & Caldwell

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

Historical chart of Montag & Caldwell investment in Intuit

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

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Quarterly reported holdings in Intuit by Montag & Caldwell

Quarter filed Position value Share count Share price at filing
2023-12-31 $20M 33k 625.03
2023-09-30 $26M 50k 510.94
2023-06-30 $23M 51k 458.19
2023-03-31 $17M 38k 445.83
2022-12-31 $15M 38k 389.22
2022-09-30 $8.8M 23k 387.31
2022-06-30 $8.0M 21k 385.45