INTU INTUIT COM

Ownership history in HOWE & RUSLING INC  ·  38 quarters on record

AI Ownership Summary

HOWE & RUSLING INC reported INTUIT COM (INTU) in 38 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 1.25% in 2025 Q4. The latest visible filing shows INTU at 1.25% 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
2025 Q4

INTU was reported at 1.25% 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 Q3 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 HOWE & RUSLING INC held INTU — position size vs. price
% of Fund (quarterly)    INTU price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 28,490 +4,879 +20.7% 1.25% $18.9M 2026-02-14 (Est.) $399.40
2025 Q3 ADDED 23,611 +3,018 +14.7% 1.11% $16.1M 2025-11-05 $654.13
2025 Q2 REDUCED 20,593 -392 -1.9% 1.20% $16.2M 2025-08-12 $710.87
2025 Q1 ADDED 20,985 +10,118 +93.1% 1.08% $12.9M 2025-06-17 $761.07
2024 Q4 ADDED 10,867 +10 +0.1% 0.59% $6.8M 2025-02-12 $572.65
2024 Q3 ADDED 10,857 +808 +8.0% 0.58% $6.7M 2024-11-08 $678.48
2024 Q2 ADDED 10,049 +1,535 +18.0% 0.60% $6.6M 2024-08-14 $630.34
2024 Q1 ADDED 8,514 +435 +5.4% 0.53% $5.5M 2024-05-15 $647.65
2023 Q4 ADDED 8,079 +293 +3.8% 0.54% $5.0M 2024-02-06 $627.17
2023 Q3 ADDED 7,786 +100 +1.3% 0.47% $4.0M 2023-11-09 $507.19
28 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

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 Q3 through 2025 Q4.

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 2025 Q4, when HOWE & RUSLING INC reported 28,490 shares, equal to 1.25% of portfolio, with an estimated market value of $18.9M.

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.

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