Pine Harbor Wealth Management »

Intuit shares owned by Pine Harbor Wealth Management

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

Historical chart of Pine Harbor Wealth Management investment in Intuit

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Intuit by Pine Harbor Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $268k 404 663.09
2025-09-30 $276k 404 683.60
2025-06-30 $319k 404 788.42
2025-03-31 $248k 404 614.61
2024-12-31 $254k 403 629.62
2024-09-30 $250k 403 621.05
2024-06-30 $265k 402 657.99
2024-03-31 $261k 402 649.81
2023-12-31 $251k 401 625.49

More positions owned by Pine Harbor Wealth Management

Dimensional Etf Trust Us Equity Market (DFUS)
Pgim Etf Tr Aaa Clo Etf (PAAA)
Dimensional Etf Trust Intl Core Equity (DFIC)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Dimensional Etf Trust Short Duration F (DFSD)
Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares U S Etf Tr Short Maturity M (MEAR)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Shrt Nat Mun Etf (SUB)
Apple (AAPL)

View all positions for Pine Harbor Wealth Management

Top funds holding Intuit

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Norges Bank Investment Management
Wellington Management Company
Invesco
Northern Trust
Goldman Sachs Group
Ubs Global Asset Management Americas
State Farm Mutual Automobile Insurance Company
Bank of New York Mellon
FMR
Susquehanna International
Brown Advisory Holdings Incorporated

View all funds holding Intuit