Summit Financial »

Intuit shares owned by Summit Financial

Quarter-by-quarter ownership of Intuit (INTU) shares owned by Summit Financial from 13F filings

Historical chart of Summit Financial investment in Intuit

Tip: Access up to 7 years of quarterly data

All positions including Intuit held by Summit Financial 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 Summit Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $817k 1.3k 650.05
2023-12-31 $856k 1.4k 625.06
2023-09-30 $646k 1.3k 510.95
2023-06-30 $557k 1.2k 458.19
2022-03-31 $206k 429 480.84
2021-12-31 $309k 481 643.22
2021-09-30 $226k 419 539.51

More positions owned by Summit Financial

Vanguard Index Fds Total Stk Mkt Etf (VTI)
Vanguard Intl Equity Index F Allwrld Ex Us Etf (VEU)
Chipotle Mexican Grill Common Stock (CMG)
Vanguard Index Fds Growth Etf Etf (VUG)
Vanguard Index Fds Value Etf Common Stock (VTV)
Spdr S&p 500 Etf Trtr Unit Etf (SPY)
Vanguard Index Fds Sm Cp Val Etf Etf (VBR)
Vanguard Index Fds Mcapvlidxvip Etf (VOE)
Amazon Common Stock (AMZN)
Microsoft Corpcom Common Stock (MSFT)
Apple Common Stock (AAPL)
Nvidia Corporation Common Stock (NVDA)
Ishares Core S&p 500 Etf Etf (IVV)
Vanguard Index Fdss&p 500 Etf Etf (VOO)
Meta Platforms Common Stock (META)

View all positions for Summit Financial

Top funds holding Intuit

Vanguard Group
T. Rowe Price Associates
Jpmorgan Chase & Co
Goldman Sachs Group
Wellington Management Company
Norges Bank Investment Management
Brown Advisory Holdings Incorporated
Fisher Investments
State Farm Mutual Automobile Insurance Company
Franklin Resources
Bank of America Corporation
Bank of New York Mellon
Legal & General Group
Royal Bank of Canada
Ubs Global Asset Management Americas

View all funds holding Intuit