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Intuit shares owned by GoalFusion Wealth Management

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

Historical chart of GoalFusion Wealth Management investment in Intuit

Tip: Access up to 7 years of quarterly data

All positions including Intuit held by GoalFusion Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Intuit by GoalFusion Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $228k 351 649.09
2023-12-31 $219k 350 625.03

More positions owned by GoalFusion Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Value Etf (VTV)
Vanguard World Fds Energy Etf (VDE)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Gold Tr Gold Shs (GLD)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Apple (AAPL)
Microsoft Corporation (MSFT)

View all positions for GoalFusion Wealth Management

Top funds holding Intuit

Vanguard Group
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FMR
Geode Capital Management
Morgan Stanley
Goldman Sachs Group
Wellington Management Company
Fisher Investments
Brown Advisory Holdings Incorporated
Edgewood Management
State Farm Mutual Automobile Insurance Company
Northern Trust
Bank of America Corporation

View all funds holding Intuit