Bull Oak Capital, LLC INTU — INTUIT

Ownership history in Bull Oak Capital, LLC  ·  10 quarters on record

AI Ownership Summary

Bull Oak Capital, LLC reported INTUIT (INTU) in 10 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.44% in 2024 Q1. The latest visible filing shows INTU at 0.23% 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 Bull Oak Capital, 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 0.23% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.44% in 2024 Q1

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 Bull Oak Capital, LLC fund profile Bull Oak Capital, LLC full holdings
How Bull Oak Capital, LLC 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 UNCHANGED — — — 855 — 0% 0.23% $566K 2026-02-14 (Est.) $398.17
2025 Q3 REDUCED — — — 855 -23 -2.6% 0.25% $584K 2025-11-10 $650.06
2025 Q2 UNCHANGED — — — 878 — 0% 0.32% $692K 2025-08-01 $770.93
2025 Q1 ADDED — — — 878 +7 +0.8% 0.29% $539K 2025-04-30 $622.41
2024 Q4 UNCHANGED — — — 871 — 0% 0.30% $547K 2025-02-05 $582.49
2024 Q3 REDUCED 13.3% +1.7% ❌ 871 -134 -13.3% 0.31% $541K 2024-10-23 $595.12
2024 Q2 UNCHANGED — — — 1,005 — 0% 0.43% $661K 2024-07-18 $629.12
2024 Q1 ADDED — — — 1,005 +2 +0.2% 0.44% $653K 2024-04-11 $618.63
2023 Q4 REDUCED 15.6% +2.5% ❌ 1,003 -185 -15.6% 0.16% $627K 2024-01-29 $642.54
1 older quarter 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% Raub Brock Capital Management LP 3Y 7Y 3.59% LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 3Y 7Y 3.57% EVEXIA WEALTH LLC 3.29% Ninety One North America, Inc. 3Y 7Y 2.93% Triad Investment Management 3Y 7Y 2.88% TRAN CAPITAL MANAGEMENT, L.P. 3Y 7Y 2.65% Bath Savings Trust Co 3Y 7Y 2.31% Chicago Capital, LLC 3Y 7Y 2.13%

FAQ About Bull Oak Capital, 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 Bull Oak Capital, LLC reported owning INTU?

Bull Oak Capital, LLC reported INTU across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported INTU position in Bull Oak Capital, LLC's portfolio?

The largest reported portfolio weight for INTU was 0.44% in 2024 Q1.

What is the latest reported INTU position on this page?

The most recent filing on this page is 2025 Q4, when Bull Oak Capital, LLC reported 855 shares, equal to 0.23% of portfolio, with an estimated market value of $566K.

What does the chart on this INTU ownership page compare?

The chart compares Bull Oak Capital, 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.

How well did Bull Oak Capital, LLC time their INTU position?

Based on 13F filing dates vs. subsequent INTU price moves, Bull Oak Capital, LLC correctly timed 6 out of 6 reported position changes (100%). The annualised alpha on INTU relative to SPY over the holding period was -23.9%.

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