INTU β€” INTUIT INC

Ownership history in FORTE CAPITAL LLC /ADV  Β·  44 quarters on record

AI Ownership Summary

FORTE CAPITAL LLC /ADV reported INTUIT INC (INTU) in 44 quarterly 13F filings from 2023 Q4 through 2025 Q2. Peak portfolio weight reached 2.57% in 2023 Q4. The latest visible filing shows INTU at 2.16% 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 FORTE CAPITAL LLC /ADV'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 Q2

INTU was reported at 2.16% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.57% in 2023 Q4

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 Q2

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 FORTE CAPITAL LLC /ADV held INTU β€” position size vs. price
% of Fund (quarterly)    INTU price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 REDUCED 25,536 -1,305 -4.9% 2.16% $20.1M 2025-08-14 (Est.) $708.04
2025 Q1 REDUCED 26,841 -425 -1.6% 1.95% $16.5M 2025-05-02 $628.52
2024 Q4 REDUCED 27,266 -833 -3.0% 1.93% $17.1M 2025-02-03 $596.71
2024 Q3 REDUCED 28,099 -387 -1.4% 1.97% $17.4M 2024-10-31 $605.18
2024 Q2 REDUCED 28,486 -902 -3.1% 2.26% $18.7M 2024-08-13 $639.34
2024 Q1 REDUCED 29,388 -685 -2.3% 2.36% $19.1M 2024-05-14 $628.16
2023 Q4 REDUCED 30,073 -1,513 -4.8% 2.57% $18.8M 2024-02-06 $627.17
37 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding INTU

As of 2026 Q1 β€” sorted by position size

Signature Wealth Management Group 3Y 7Y 0.12%

FAQ About FORTE CAPITAL LLC /ADV and INTU

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

How long has FORTE CAPITAL LLC /ADV reported owning INTU?

FORTE CAPITAL LLC /ADV reported INTU across 7 quarterly 13F filings, from 2023 Q4 through 2025 Q2.

What was the largest reported INTU position in FORTE CAPITAL LLC /ADV's portfolio?

The largest reported portfolio weight for INTU was 2.57% in 2023 Q4.

What is the latest reported INTU position on this page?

The most recent filing on this page is 2025 Q2, when FORTE CAPITAL LLC /ADV reported 25,536 shares, equal to 2.16% of portfolio, with an estimated market value of $20.1M.

What does the chart on this INTU ownership page compare?

The chart compares FORTE CAPITAL LLC /ADV'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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