INTU β€” Intuit Inc.

Ownership history in Aureus Asset Management, LLC  Β·  6 quarters on record

AI Ownership Summary

Aureus Asset Management, LLC reported Intuit Inc. (INTU) in 6 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 2.17% in 2025 Q3. The latest visible filing shows INTU at 2.12% 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 Aureus Asset Management, LLC's position in Intuit Inc., 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 2.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.17% in 2025 Q3

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

Time in book
Holding Window
2024 Q1 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 Aureus Asset Management, LLC held INTU β€” position size vs. price
% of Fund (quarterly)    INTU price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 50,165 +1,272 +2.6% 2.12% $33.2M 2026-02-14 (Est.) $399.40
2025 Q3 ADDED 48,893 +38,983 +393.4% 2.17% $33.4M 2025-11-17 $644.79
2025 Q2 ADDED 9,910 +260 +2.7% 0.50% $7.8M 2025-08-14 $708.04
2025 Q1 ADDED 9,650 +9,341 +3023.0% 0.42% $5.9M 2025-05-15 $658.00
2024 Q1 REDUCED 309 -680 -68.8% 0.01% $201K 2024-05-13 $620.03
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Aureus Asset 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 Aureus Asset Management, LLC reported owning INTU?

Aureus Asset Management, LLC reported INTU across 5 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported INTU position in Aureus Asset Management, LLC's portfolio?

The largest reported portfolio weight for INTU was 2.17% in 2025 Q3.

What is the latest reported INTU position on this page?

The most recent filing on this page is 2025 Q4, when Aureus Asset Management, LLC reported 50,165 shares, equal to 2.12% of portfolio, with an estimated market value of $33.2M.

What does the chart on this INTU ownership page compare?

The chart compares Aureus Asset 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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