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Intuit shares owned by Sax Wealth Advisors

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

Historical chart of Sax Wealth Advisors investment in Intuit

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Intuit by Sax Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $299k 438 683.29
2025-06-30 $322k 409 787.69

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View all positions for Sax Wealth Advisors

Top funds holding Intuit

Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
Morgan Stanley
Wellington Management Company
Invesco
Northern Trust
Ubs Global Asset Management Americas
State Farm Mutual Automobile Insurance Company
Brown Advisory Holdings Incorporated
Goldman Sachs Group
FMR
Fisher Investments

View all funds holding Intuit