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Intuit shares owned by Paragon Private Wealth Management

Quarter-by-quarter ownership of Intuit (INTU) shares owned by Paragon Private Wealth Management from 13F filings

Historical chart of Paragon Private Wealth Management investment in Intuit

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All positions including Intuit held by Paragon Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Intuit by Paragon Private Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $324k 489 662.76
2025-09-30 $295k 432 683.09

More positions owned by Paragon Private Wealth Management

Microsoft Corporation (MSFT)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Ishares Tr Rus Mid Cap Etf (IWR)
Meta Platforms Cl A (META)
Broadcom (AVGO)
Ishares Tr Core S&p Scp Etf (IJR)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
First Tr Exchange-traded Dj Internt Idx (FDN)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Tesla Motors (TSLA)
First Tr Exchange Traded Nasdq Semcndtr (FTXL)

View all positions for Paragon Private Wealth Management

Top funds holding Intuit

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State Farm Mutual Automobile Insurance Company
Bank of New York Mellon
FMR
Susquehanna International

View all funds holding Intuit