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Intuit shares owned by Waterloo Capital

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

Historical chart of Waterloo Capital investment in Intuit

Tip: Access up to 7 years of quarterly data

All positions including Intuit held by Waterloo Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Intuit by Waterloo Capital

Quarter filed Position value Share count Share price at filing
2024-06-30 $467k 710 657.49
2024-03-31 $651k 1.0k 650.15
2023-09-30 $412k 807 511.05
2023-06-30 $341k 744 458.29
2023-03-31 $518k 1.2k 445.90
2020-03-31 $204k 885 230.51

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Ishares Russell 1000 Value Etf Rus 1000 Val Etf (IWD)
Ishares Msci Usa Quality Factor Etf Msci Usa Qlt Fct (QUAL)
Invesco Nasdaq 100 Etf Nasdaq 100 Etf (QQQM)
Aptus Collared Investment Opportunity Etf Aptus Collrd Inv (ACIO)
Invesco S&p 500 Equal Weight Etf S&p500 Eql Wgt (RSP)
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Wal-Mart Stores (WMT)
Microsoft Corporation (MSFT)
Aptus Defined Risk Etf Aptus Defined (DRSK)
Aptus International Enhanced Yield Aptus En Intl Yld (IDUB)
Ishares Aggregate Bond Etf Core Us Aggbd Et (AGG)
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO)

View all positions for Waterloo Capital

Top funds holding Intuit

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Jpmorgan Chase & Co
T. Rowe Price Associates
Geode Capital Management
Morgan Stanley
Fisher Investments
Goldman Sachs Group
Brown Advisory Holdings Incorporated
Invesco
State Farm Mutual Automobile Insurance Company
Northern Trust
Amundi

View all funds holding Intuit