CAPITAL COUNSEL LLC/NY INTU INTUIT COM

Ownership history in CAPITAL COUNSEL LLC/NY  ·  14 quarters on record

AI Ownership Summary

CAPITAL COUNSEL LLC/NY reported INTUIT COM (INTU) in 14 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 0.02% in 2025 Q3. The latest visible filing shows INTU at 0.01% 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 CAPITAL COUNSEL LLC/NY's position in INTUIT COM, 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
2026 Q1

INTU was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% 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
2025 Q3 to 2026 Q1

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 CAPITAL COUNSEL LLC/NY 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 3 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 742 -69 -8.5% 0.01% $321K 2026-05-15 $393.00
2025 Q4 ADDED 811 +1 +0.1% 0.02% $537K 2026-02-12 $396.73
2025 Q3 REDUCED 99.9% -1.1% 810 -1,130,192 -99.9% 0.02% $553K 2025-11-13 $646.92
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About CAPITAL COUNSEL LLC/NY and INTU

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

How long has CAPITAL COUNSEL LLC/NY reported owning INTU?

CAPITAL COUNSEL LLC/NY reported INTU across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported INTU position in CAPITAL COUNSEL LLC/NY's portfolio?

The largest reported portfolio weight for INTU was 0.02% in 2025 Q3.

What is the latest reported INTU position on this page?

The most recent filing on this page is 2026 Q1, when CAPITAL COUNSEL LLC/NY reported 742 shares, equal to 0.01% of portfolio, with an estimated market value of $321K.

What does the chart on this INTU ownership page compare?

The chart compares CAPITAL COUNSEL LLC/NY'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 CAPITAL COUNSEL LLC/NY time their INTU position?

Based on 13F filing dates vs. subsequent INTU price moves, CAPITAL COUNSEL LLC/NY correctly timed 6 out of 13 reported position changes (46%). The annualised alpha on INTU relative to SPY over the holding period was -11.3%.

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