HOWE & RUSLING INC INTU — INTUIT COM

Ownership history in HOWE & RUSLING INC  ·  39 quarters on record

AI Ownership Summary

HOWE & RUSLING INC reported INTUIT COM (INTU) in 39 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.25% in 2025 Q4. The latest visible filing shows INTU at 0.82% 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 HOWE & RUSLING INC'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 0.82% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.25% in 2025 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 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.

INTU stock page HOWE & RUSLING INC fund profile HOWE & RUSLING INC full holdings
How HOWE & RUSLING INC 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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 29,119 +629 +2.2% 0.82% $12.6M 2026-04-28 $400.38
2025 Q4 ADDED — — — 28,490 +4,879 +20.7% 1.25% $18.9M 2026-02-17 $378.00
2025 Q3 ADDED — — — 23,611 +3,018 +14.7% 1.11% $16.1M 2025-11-05 $652.11
2025 Q2 REDUCED — — — 20,593 -392 -1.9% 1.20% $16.2M 2025-08-12 $708.68
2025 Q1 ADDED — — — 20,985 +10,118 +93.1% 1.08% $12.9M 2025-06-17 $758.73
2024 Q4 ADDED — — — 10,867 +10 +0.1% 0.59% $6.8M 2025-02-12 $570.89
2024 Q3 ADDED — — — 10,857 +808 +8.0% 0.58% $6.7M 2024-11-08 $676.39
2024 Q2 ADDED — — — 10,049 +1,535 +18.0% 0.60% $6.6M 2024-08-14 $628.40
2024 Q1 ADDED — — — 8,514 +435 +5.4% 0.53% $5.5M 2024-05-15 $645.65
2023 Q4 ADDED — — — 8,079 +293 +3.8% 0.54% $5.0M 2024-02-06 $625.24
29 older quarters 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% Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust 3.79% Raub Brock Capital Management LP 3Y 7Y 3.59% LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 3Y 7Y 3.57% Suncoast Equity Management 3Y 7Y 3.49% HFR Wealth Management, LLC 3Y 3.32% EVEXIA WEALTH LLC 3.29% BAXTER BROS INC 3Y 7Y 3.11% Tandem Investment Advisors, Inc. 3Y 7Y 2.94%

FAQ About HOWE & RUSLING INC and INTU

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

How long has HOWE & RUSLING INC reported owning INTU?

HOWE & RUSLING INC reported INTU across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported INTU position in HOWE & RUSLING INC's portfolio?

The largest reported portfolio weight for INTU was 1.25% in 2025 Q4.

What is the latest reported INTU position on this page?

The most recent filing on this page is 2026 Q1, when HOWE & RUSLING INC reported 29,119 shares, equal to 0.82% of portfolio, with an estimated market value of $12.6M.

What does the chart on this INTU ownership page compare?

The chart compares HOWE & RUSLING INC'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 HOWE & RUSLING INC time their INTU position?

Based on 13F filing dates vs. subsequent INTU price moves, HOWE & RUSLING INC correctly timed 13 out of 32 reported position changes (41%).

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