Wealth Group »

Intuit shares owned by Wealth Group

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

Historical chart of Wealth Group investment in Intuit

Tip: Access up to 7 years of quarterly data

All positions including Intuit held by Wealth Group 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 Wealth Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $548k 803 682.91
2025-06-30 $633k 803 787.63
2025-03-31 $493k 803 613.99

More positions owned by Wealth Group

Ishares Core S&p500 Etf (IVV)
JP Morgan Betabuilders US Equity (BBUS)
Ishares Msci Usa Qlt Fct (QUAL)
Vanguard Inf Tech Etf (VGT)
Vanguard S&p 500 Etf Shs (VOO)
Invesco Invesco Qqq Tr (QQQ)
Pacer Us Cash Cows 100 (COWZ)
Ishares US Equity Factor Rotation (DYNF)
Ishares Tr S&p 100 Etf (OEF)
Ishares Core Div Grwth (DGRO)
pacer Pacer Developed Markets Intl Cash Cows 100 Etf (ICOW)
Vanguard Extend Mkt Etf (VXF)
Ishares Blackrock Systematic Multi Strategy Fund Instl Cl N/l (BIMBX)
Pacer Pacer Us Small (CALF)
Invesco S&p500 Pur Gwt (RPG)

View all positions for Wealth Group

Top funds holding Intuit

Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
Morgan Stanley
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

View all funds holding Intuit