Intuit shares owned by Summit Trail Advisors
Quarter-by-quarter ownership of Intuit (INTU) shares owned by Summit Trail Advisors
from 13F filings
Historical chart of Summit Trail Advisors investment in Intuit
Tip: Access up to 7 years of quarterly data
All positions including Intuit held by Summit Trail Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Intuit by Summit Trail Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.6M | 9.6k | 682.91 |
| 2025-06-30 | $6.6M | 8.3k | 787.63 |
| 2024-09-30 | $2.6M | 4.2k | 620.99 |
| 2024-06-30 | $2.6M | 4.0k | 657.19 |
| 2024-03-31 | $1.6M | 2.5k | 649.93 |
| 2023-12-31 | $1.3M | 2.0k | 625.03 |
| 2023-09-30 | $1.1M | 2.1k | 510.96 |
| 2023-06-30 | $1.1M | 2.3k | 458.17 |
| 2023-03-31 | $468k | 1.0k | 445.69 |
| 2022-12-31 | $293k | 753 | 389.45 |
| 2022-09-30 | $270k | 696 | 387.93 |
| 2022-06-30 | $289k | 750 | 385.33 |
| 2022-03-31 | $493k | 1.0k | 480.51 |
| 2021-12-31 | $359k | 558 | 643.37 |
| 2021-09-30 | $279k | 517 | 539.65 |
| 2020-09-30 | $685k | 2.0k | 349.67 |
| 2018-03-31 | $283k | 283k | 1.00 |
| 2017-12-31 | $332k | 2.0k | 164.11 |