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Intuit shares owned by Waller Financial Planning Group

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

Historical chart of Waller Financial Planning Group investment in Intuit

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All positions including Intuit held by Waller Financial Planning Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Intuit by Waller Financial Planning Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.0M 1.6k 625.04
2023-09-30 $829k 1.6k 510.94
2023-06-30 $743k 1.6k 458.19
2023-03-31 $723k 1.6k 445.83
2022-12-31 $631k 1.6k 389.22
2022-09-30 $628k 1.6k 387.18
2022-06-30 $664k 1.7k 385.60

More positions owned by Waller Financial Planning Group

Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Ishares Tr Investment Grade (IGEB)
Ishares Tr Core S&p500 Etf (IVV)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Eafe Value Etf (EFV)

View all positions for Waller Financial Planning Group

Top funds holding Intuit

Vanguard Group
BlackRock
Jpmorgan Chase & Co
T. Rowe Price Associates
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