INTU — INTUIT

Ownership history in Bison Wealth, LLC  ·  16 quarters on record

This page tracks every 13F SEC filing in which Bison Wealth, LLC reported a position in INTUIT (INTU). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.31% (2020 Q4)
Avg. % of fund
0.12%
First filed
2020 Q2
Last filed
2024 Q3
Quarters held
16
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q3 REDUCED 336 -249 -42.6% 0.03% $209K $614.76
2024 Q2 UNCHANGED 585 — 0% 0.06% $380K $649.71
2024 Q1 ADDED 585 +1 +0.2% 0.06% $380K $641.68
2023 Q4 ADDED 584 +37 +6.8% 0.06% $365K $616.10
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    INTU price (monthly, adj. close)

Other funds also holding INTU

As of 2025 Q4 — sorted by position size

Founders Fund IV Management, LLC 3Y 7Y 100.0% Lindsell Train Ltd 3Y 7Y 10.25% ThornTree Capital Partners LP 3Y 7Y 9.89% SYQUANT CAPITAL SAS 3Y 8.51% Unisphere Establishment 8.42% XXEC, Inc. 3Y 7.57% Navera Investment Management Ltd. 3Y 7.13% WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD 3Y 6.87% ShawSpring Partners LLC 3Y 7Y 6.33% Bey-Douglas LLC 5.36%
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