Intuit shares owned by Mount Yale Investment Advisors
Quarter-by-quarter ownership of Intuit (INTU) shares owned by Mount Yale Investment Advisors
from 13F filings
Historical chart of Mount Yale Investment Advisors investment in Intuit
Tip: Access up to 7 years of quarterly data
All positions including Intuit held by Mount Yale Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Intuit by Mount Yale Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 2.2k | 682.76 |
| 2025-06-30 | $532k | 676 | 787.63 |
| 2025-03-31 | $430k | 701 | 613.99 |
| 2024-12-31 | $595k | 946 | 628.50 |
| 2024-09-30 | $604k | 973 | 621.00 |
| 2024-06-30 | $628k | 956 | 657.21 |
| 2024-03-31 | $1.1M | 1.6k | 650.09 |
| 2023-09-30 | $848k | 1.7k | 511.01 |
| 2023-06-30 | $900k | 2.0k | 458.24 |
| 2023-03-31 | $1.6M | 3.6k | 445.85 |
| 2022-12-31 | $872k | 2.2k | 389.25 |
| 2022-09-30 | $1.1M | 2.8k | 387.45 |
| 2022-06-30 | $1.4M | 3.7k | 385.45 |
| 2022-03-31 | $1.8M | 3.7k | 480.79 |
| 2021-12-31 | $1.5M | 2.4k | 643.10 |
| 2021-09-30 | $784k | 1.5k | 539.20 |
| 2021-06-30 | $925k | 1.9k | 489.94 |
| 2021-03-31 | $732k | 1.9k | 383.05 |
| 2020-12-31 | $548k | 1.4k | 380.03 |
| 2020-09-30 | $305k | 936 | 325.85 |
| 2018-09-30 | $18k | 82 | 219.51 |
| 2018-06-30 | $17k | 85 | 200.00 |
| 2018-03-31 | $15k | 86 | 174.42 |
More positions owned by Mount Yale Investment Advisors
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