BENJAMIN EDWARDS INC INTU — INTUIT

Ownership history in BENJAMIN EDWARDS INC  ·  22 quarters on record

AI Ownership Summary

BENJAMIN EDWARDS INC reported INTUIT (INTU) in 22 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.67% in 2025 Q2. The latest visible filing shows INTU at 0.53% 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 BENJAMIN EDWARDS INC'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 0.53% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.67% 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.

INTU stock page BENJAMIN EDWARDS INC fund profile BENJAMIN EDWARDS INC full holdings
How BENJAMIN EDWARDS INC held INTU — position size vs. price
% of Fund (quarterly)    INTU price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 72,771 +4,468 +6.5% 0.53% $48.2M 2026-02-14 (Est.) $398.17
2025 Q3 ADDED — — — 68,303 +1,783 +2.7% 0.53% $46.7M 2025-10-23 $674.39
2025 Q2 ADDED — — — 66,520 +1,979 +3.1% 0.67% $52.4M 2025-08-14 $705.86
2025 Q1 ADDED — — — 64,541 +8,995 +16.2% 0.55% $39.6M 2025-05-12 $656.95
2024 Q4 ADDED — — — 55,546 +1,292 +2.4% 0.50% $34.9M 2025-02-14 $581.62
2024 Q3 ADDED — — — 54,254 +51,787 +2099.2% 0.49% $33.7M 2024-11-14 $692.74
2024 Q2 ADDED — — — 2,467 +22 +0.9% 0.31% $1.6M 2024-08-12 $619.19
2024 Q1 ADDED — — — 2,445 +155 +6.8% 0.32% $1.6M 2024-04-29 $629.16
2023 Q4 ADDED — — — 2,290 +6 +0.3% 0.31% $1.4M 2024-02-06 $625.24
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding INTU

As of 2026 Q1 — sorted by position size

Lindsell Train Ltd 3Y 7Y 10.11% XXEC, Inc. 3Y 7.16% Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust 3.79% Raub Brock Capital Management LP 3Y 7Y 3.59% LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 3Y 7Y 3.57% Suncoast Equity Management 3Y 7Y 3.49% HFR Wealth Management, LLC 3Y 3.32% EVEXIA WEALTH LLC 3.29% BAXTER BROS INC 3Y 7Y 3.11% Tandem Investment Advisors, Inc. 3Y 7Y 2.94%

FAQ About BENJAMIN EDWARDS INC and INTU

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

How long has BENJAMIN EDWARDS INC reported owning INTU?

BENJAMIN EDWARDS INC reported INTU across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported INTU position in BENJAMIN EDWARDS INC's portfolio?

The largest reported portfolio weight for INTU was 0.67% in 2025 Q2.

What is the latest reported INTU position on this page?

The most recent filing on this page is 2025 Q4, when BENJAMIN EDWARDS INC reported 72,771 shares, equal to 0.53% of portfolio, with an estimated market value of $48.2M.

What does the chart on this INTU ownership page compare?

The chart compares BENJAMIN EDWARDS INC'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.

How well did BENJAMIN EDWARDS INC time their INTU position?

Based on 13F filing dates vs. subsequent INTU price moves, BENJAMIN EDWARDS INC correctly timed 13 out of 21 reported position changes (62%). The annualised alpha on INTU relative to SPY over the holding period was -10.1%.

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