Intuit shares owned by Wetherby Asset Management
Quarter-by-quarter ownership of Intuit (INTU) shares owned by Wetherby Asset Management
from 13F filings
Historical chart of Wetherby Asset Management investment in Intuit
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All positions including Intuit held by Wetherby Asset Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Intuit by Wetherby Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.8M | 9.9k | 682.91 |
| 2025-06-30 | $7.8M | 9.8k | 787.63 |
| 2024-12-31 | $5.7M | 9.1k | 628.50 |
| 2024-09-30 | $3.2M | 9.6k | 330.00 |
| 2024-06-30 | $6.4M | 9.7k | 657.21 |
| 2024-03-31 | $6.6M | 10k | 650.00 |
| 2023-12-31 | $6.4M | 10k | 625.03 |
| 2023-09-30 | $5.2M | 10k | 510.94 |
| 2023-06-30 | $4.6M | 10k | 458.19 |
| 2023-03-31 | $4.4M | 9.9k | 445.83 |
| 2022-12-31 | $3.8M | 9.9k | 389.22 |
| 2022-09-30 | $3.9M | 10k | 387.31 |
| 2022-06-30 | $3.6M | 9.4k | 385.44 |
| 2022-03-31 | $4.2M | 8.7k | 480.87 |
| 2021-12-31 | $5.7M | 9.1k | 625.00 |
| 2021-09-30 | $4.9M | 9.3k | 526.32 |
| 2021-06-30 | $4.4M | 9.4k | 470.59 |
| 2021-03-31 | $3.4M | 8.9k | 383.67 |
| 2020-12-31 | $3.5M | 9.3k | 379.89 |
| 2020-09-30 | $3.6M | 10k | 352.94 |
| 2020-06-30 | $2.9M | 9.8k | 296.19 |
| 2020-03-31 | $2.3M | 11k | 222.22 |
| 2019-12-31 | $2.6M | 9.9k | 259.26 |
| 2019-09-30 | $2.7M | 10k | 259.26 |
| 2019-06-30 | $2.5M | 9.6k | 259.26 |
| 2019-03-31 | $2.2M | 8.6k | 259.26 |
| 2018-12-31 | $1.7M | 8.8k | 196.90 |
| 2018-09-30 | $1.9M | 8.4k | 227.34 |
| 2018-06-30 | $1.7M | 8.5k | 204.33 |
| 2018-03-31 | $1.4M | 8.1k | 173.30 |
| 2017-12-31 | $1.2M | 7.4k | 166.67 |
| 2017-09-30 | $1.1M | 7.1k | 148.15 |
| 2017-06-30 | $935k | 7.0k | 132.84 |
| 2017-03-31 | $779k | 7.0k | 111.11 |
| 2016-12-31 | $758k | 6.8k | 111.11 |
| 2016-09-30 | $747k | 6.7k | 111.11 |
| 2016-06-30 | $752k | 6.8k | 111.11 |
| 2016-03-31 | $771k | 6.9k | 111.11 |
| 2015-12-31 | $569k | 6.2k | 92.59 |
| 2015-09-30 | $538k | 6.1k | 88.82 |
| 2015-06-30 | $502k | 5.4k | 92.59 |
| 2015-03-31 | $494k | 5.3k | 92.59 |
| 2014-12-31 | $466k | 5.0k | 92.59 |
| 2014-09-30 | $467k | 5.0k | 92.59 |
| 2014-06-30 | $379k | 5.1k | 74.07 |
| 2014-03-31 | $386k | 5.2k | 74.07 |
| 2013-12-31 | $386k | 5.2k | 74.07 |
| 2013-09-30 | $351k | 5.3k | 66.28 |
| 2013-06-30 | $260k | 4.7k | 55.56 |
| 2013-03-31 | $247k | 3.7k | 65.76 |
| 2012-12-31 | $206k | 3.7k | 55.56 |