INTU INTUIT INC

Ownership history in HALL LAURIE J TRUSTEE  ·  12 quarters on record

AI Ownership Summary

HALL LAURIE J TRUSTEE reported INTUIT INC (INTU) in 12 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.1% in 2025 Q2. The latest visible filing shows INTU at 0.09% 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 HALL LAURIE J TRUSTEE'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 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.1% 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 HALL LAURIE J TRUSTEE 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 Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 410 0% 0.09% $272K 2026-01-20 $527.32
2025 Q3 ADDED 410 +10 +2.5% 0.09% $280K 2025-10-14 $653.93
2025 Q2 UNCHANGED 400 0% 0.10% $315K 2025-07-15 $740.93
2025 Q1 UNCHANGED 400 0% 0.09% $246K 2025-05-15 $655.97
2024 Q4 UNCHANGED 400 0% 0.08% $251 2025-01-16 $601.32
2024 Q3 UNCHANGED 400 0% 0.08% $248 2024-10-08 $605.34
2024 Q2 UNCHANGED 400 0% 0.09% $263 2024-07-22 $636.08
2024 Q1 UNCHANGED 400 0% 0.09% $261 2024-04-23 $621.75
2023 Q4 UNCHANGED 400 0% 0.10% $250 2024-01-11 $599.07
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About HALL LAURIE J TRUSTEE and INTU

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

How long has HALL LAURIE J TRUSTEE reported owning INTU?

HALL LAURIE J TRUSTEE reported INTU across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported INTU position in HALL LAURIE J TRUSTEE's portfolio?

The largest reported portfolio weight for INTU was 0.10% in 2025 Q2.

What is the latest reported INTU position on this page?

The most recent filing on this page is 2025 Q4, when HALL LAURIE J TRUSTEE reported 410 shares, equal to 0.09% of portfolio, with an estimated market value of $272K.

What does the chart on this INTU ownership page compare?

The chart compares HALL LAURIE J TRUSTEE'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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