Shrier Wealth Management »

Intuit shares owned by Shrier Wealth Management

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

Historical chart of Shrier Wealth Management investment in Intuit

Tip: Access up to 7 years of quarterly data

All positions including Intuit held by Shrier 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 Shrier Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $281k 424 662.42

More positions owned by Shrier Wealth Management

Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Growth Etf (VUG)
Spdr Gold Tr Gold Shs (GLD)
Vanguard Index Fds Value Etf (VTV)
Vanguard Specialized Funds Div App Etf (VIG)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Series Trust State Street Spd (SDY)
Ishares Gold Tr Ishares New (IAU)
Williams Companies (WMB)
Exxon Mobil Corporation (XOM)
Bank of America Corporation (BAC)
Enbridge (ENB)

View all positions for Shrier Wealth Management

Top funds holding Intuit

Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
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
Bank of New York Mellon

View all funds holding Intuit