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Intuit shares owned by Morris Retirement Advisors

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

Historical chart of Morris Retirement Advisors investment in Intuit

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Intuit by Morris Retirement Advisors

Quarter filed Position value Share count Share price at filing
2025-03-31 $373k 607 613.99
2024-12-31 $290k 461 628.29
2024-09-30 $329k 530 621.40
2024-06-30 $484k 737 656.89
2024-03-31 $515k 793 649.69
2023-12-31 $491k 785 625.02

More positions owned by Morris Retirement Advisors

Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Invesco Exchange Traded Fd T Dj Indl Avg Dv (DJD)
Ishares Tr Core S&p500 Etf (IVV)
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Pimco Etf Tr Active Bd Etf (BOND)
Ssga Active Etf Tr State Street Bla (SRLN)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Us Aer Def Etf (ITA)
Spdr Series Trust State Street Spd (KBE)
Vaneck Etf Trust Junior Gold Mine (GDXJ)
Microsoft Corporation (MSFT)
Apple (AAPL)
First Tr Exchange Traded Rba Indl Etf (AIRR)

View all positions for Morris Retirement Advisors

Top funds holding Intuit

Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
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
Bank of New York Mellon

View all funds holding Intuit