INTU Intuit

Ownership history in ALTA CAPITAL MANAGEMENT LLC/  ·  96 quarters on record

AI Ownership Summary

ALTA CAPITAL MANAGEMENT LLC/ reported Intuit (INTU) in 96 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.31% in 2025 Q2. The latest visible filing shows INTU at 2.06% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this INTU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ALTA CAPITAL MANAGEMENT LLC/'s position in Intuit, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

INTU was reported at 2.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.31% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How ALTA CAPITAL MANAGEMENT LLC/ held INTU — position size vs. price
% of Fund (quarterly)    INTU price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 46,681 -7,907 -14.5% 2.06% $30.9M 2026-02-14 (Est.) $399.40
2025 Q3 REDUCED 54,588 -19,316 -26.1% 2.08% $37.3M 2025-11-04 $659.21
2025 Q2 ADDED 73,904 +2,274 +3.2% 3.31% $58.2M 2025-07-28 $795.81
2025 Q1 REDUCED 71,630 -1,106 -1.5% 2.85% $44.0M 2025-04-21 $565.99
2024 Q4 REDUCED 72,736 -1,560 -2.1% 2.72% $45.7M 2025-02-06 $586.22
2024 Q3 ADDED 74,296 +1,858 +2.6% 2.74% $46.1M 2024-11-12 $693.60
2024 Q2 ADDED 72,438 +100 +0.1% 2.99% $47.6M 2024-07-25 $620.03
2024 Q1 REDUCED 72,338 -3,286 -4.3% 2.90% $47.0M 2024-04-25 $619.24
2023 Q4 REDUCED 75,624 -1,933 -2.5% 3.05% $47.3M 2024-01-22 $622.54
87 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About ALTA CAPITAL MANAGEMENT LLC/ and INTU

These are the practical questions this page is built to answer before you even open the full history table.

How long has ALTA CAPITAL MANAGEMENT LLC/ reported owning INTU?

ALTA CAPITAL MANAGEMENT LLC/ reported INTU across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported INTU position in ALTA CAPITAL MANAGEMENT LLC/'s portfolio?

The largest reported portfolio weight for INTU was 3.31% in 2025 Q2.

What is the latest reported INTU position on this page?

The most recent filing on this page is 2025 Q4, when ALTA CAPITAL MANAGEMENT LLC/ reported 46,681 shares, equal to 2.06% of portfolio, with an estimated market value of $30.9M.

What does the chart on this INTU ownership page compare?

The chart compares ALTA CAPITAL MANAGEMENT LLC/'s quarterly INTU portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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