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Intuit shares owned by Rooted Wealth Advisors

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

Historical chart of Rooted Wealth Advisors investment in Intuit

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Intuit by Rooted Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $283k 699 404.83

More positions owned by Rooted Wealth Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Spdr Series Trust State Street Spd (SPYG)
Ishares Tr Core Div Grwth (DGRO)
Invesco Actively Managed Exc Total Return (GTO)
Fidelity Covington Trust High Divid Etf (FDVV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares U S Etf Tr It Rt Hdg Hgyl (HYGH)
Vanguard Wellington Us Multifactor (VFMF)
Vanguard Whitehall Fds High Div Yld (VYM)
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)
Invesco Actively Managed Exc Aaa Clo Fltng Rt (ICLO)

View all positions for Rooted Wealth Advisors

Top funds holding Intuit

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
Vanguard Portfolio Management
Geode Capital Management
Morgan Stanley
Invesco
Wellington Management Company
Northern Trust
Goldman Sachs Group
Ubs Global Asset Management Americas
State Farm Mutual Automobile Insurance Company
FMR
Susquehanna International

View all funds holding Intuit