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Intuit shares owned by Mowery & Schoenfeld Wealth Management

Quarter-by-quarter ownership of Intuit (INTU) shares owned by Mowery & Schoenfeld Wealth Management from 13F filings

Historical chart of Mowery & Schoenfeld Wealth Management investment in Intuit

Tip: Access up to 7 years of quarterly data

All positions including Intuit held by Mowery & Schoenfeld Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Intuit by Mowery & Schoenfeld Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $78k 125 621.00
2024-06-30 $82k 125 657.22

More positions owned by Mowery & Schoenfeld Wealth Management

Fidelity Covington Trust Msci Info Tech I (FTEC)
Proshares Tr S&p 500 Dv Arist (NOBL)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Leuthold Fds Core Etf (LCR)
Apple (AAPL)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Eli Lilly & Co. (LLY)
Ishares Tr S&p Mc 400gr Etf (IJK)
Astrazeneca Sponsored Adr (AZN)
Alphabet Cap Stk Cl C (GOOG)
Anthem (ELV)
Wal-Mart Stores (WMT)

View all positions for Mowery & Schoenfeld Wealth Management

Top funds holding Intuit

Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
T. Rowe Price Associates
Geode Capital Management
Morgan Stanley
Fisher Investments
Goldman Sachs Group
Brown Advisory Holdings Incorporated
Invesco
State Farm Mutual Automobile Insurance Company
T. Rowe Price Investment Management
Franklin Resources
Bank of New York Mellon

View all funds holding Intuit