Intuit shares owned by UMA Financial Services
Quarter-by-quarter ownership of Intuit (INTU) shares owned by UMA Financial Services
from 13F filings
Historical chart of UMA Financial Services investment in Intuit
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All positions including Intuit held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Intuit by UMA Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $208k | 305 | 682.91 |
| 2025-06-30 | $241k | 306 | 787.63 |
| 2025-03-31 | $187k | 304 | 613.99 |
| 2024-12-31 | $203k | 323 | 628.50 |
| 2024-06-30 | $212k | 318 | 666.15 |