INTU β€” INTUIT INC

Ownership history in Boit C F David  Β·  18 quarters on record

AI Ownership Summary

Boit C F David reported INTUIT INC (INTU) in 18 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.48% in 2025 Q2. The latest visible filing shows INTU at 2.21% 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 Boit C F David'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 2.21% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.48% 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 Boit C F David held INTU β€” position size vs. price
% of Fund (quarterly)    INTU price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 7,900 +50 +0.6% 2.21% $5.1M 2026-02-14 (Est.) $399.40
2025 Q3 ADDED 7,850 +1,300 +19.8% 2.43% $5.4M 2025-10-28 $677.68
2025 Q2 UNCHANGED 6,550 β€” 0% 2.48% $5.2M 2025-07-30 $804.44
2025 Q1 ADDED 6,550 +1,750 +36.5% 2.02% $4.0M 2025-04-08 $540.40
2024 Q4 UNCHANGED 4,800 β€” 0% 1.23% $3.0M 2025-01-24 $593.92
2024 Q3 UNCHANGED 4,800 β€” 0% 1.44% $2.9M 2024-10-07 $596.38
2024 Q2 UNCHANGED 4,800 β€” 0% 1.64% $3.2M 2024-07-10 $626.48
2024 Q1 UNCHANGED 4,800 β€” 0% 1.61% $3.0M 2024-05-02 $607.03
2023 Q4 ADDED 4,800 +1,350 +39.1% 1.60% $2.8M 2024-01-24 $628.04
9 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Boit C F David and INTU

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

How long has Boit C F David reported owning INTU?

Boit C F David reported INTU across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported INTU position in Boit C F David's portfolio?

The largest reported portfolio weight for INTU was 2.48% in 2025 Q2.

What is the latest reported INTU position on this page?

The most recent filing on this page is 2025 Q4, when Boit C F David reported 7,900 shares, equal to 2.21% of portfolio, with an estimated market value of $5.1M.

What does the chart on this INTU ownership page compare?

The chart compares Boit C F David'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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