Latko Wealth Management, Ltd. INTU — INTUIT

Ownership history in Latko Wealth Management, Ltd.  ·  7 quarters on record

AI Ownership Summary

Latko Wealth Management, Ltd. reported INTUIT (INTU) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.28% in 2025 Q2. The latest visible filing shows INTU at 0.13% 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.

What this INTU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Latko Wealth Management, Ltd.'s position in INTUIT, 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 0.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.28% 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
2024 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.

INTU stock page Latko Wealth Management, Ltd. fund profile Latko Wealth Management, Ltd. full holdings
How Latko Wealth Management, Ltd. 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 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 604 +2 +0.3% 0.13% $261K 2026-04-29 $395.08
2025 Q4 ADDED — — — 602 +1 +0.2% 0.20% $399K 2026-02-10 $420.09
2025 Q3 REDUCED 6.4% -1.1% ✅ 601 -41 -6.4% 0.21% $411K 2025-11-06 $650.43
2025 Q2 ADDED — — — 642 +1 +0.2% 0.28% $506K 2025-08-07 $756.49
2025 Q1 REDUCED — — — 641 -14 -2.1% 0.26% $394K 2025-04-15 $589.29
2024 Q4 ADDED — — — 655 +1 +0.2% 0.24% $412K 2025-01-30 $598.67
2024 Q3 INITIATED — — — 654 — — 0.25% $406K 2024-10-29 $616.56

🏢 Other funds also holding INTU

As of 2026 Q1 — sorted by position size

GCQ FUNDS MANAGEMENT PTY Ltd 13.18% Lindsell Train Ltd 3Y 7Y 10.11% XXEC, Inc. 3Y 7.16% WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD 3Y 4.7% Bristol Gate Capital Partners Inc. 3Y 7Y 3.87% 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%

FAQ About Latko Wealth Management, Ltd. and INTU

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

How long has Latko Wealth Management, Ltd. reported owning INTU?

Latko Wealth Management, Ltd. reported INTU across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported INTU position in Latko Wealth Management, Ltd.'s portfolio?

The largest reported portfolio weight for INTU was 0.28% in 2025 Q2.

What is the latest reported INTU position on this page?

The most recent filing on this page is 2026 Q1, when Latko Wealth Management, Ltd. reported 604 shares, equal to 0.13% of portfolio, with an estimated market value of $261K.

What does the chart on this INTU ownership page compare?

The chart compares Latko Wealth Management, Ltd.'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 Latko Wealth Management, Ltd. time their INTU position?

Based on 13F filing dates vs. subsequent INTU price moves, Latko Wealth Management, Ltd. correctly timed 1 out of 6 reported position changes (17%). The annualised alpha on INTU relative to SPY over the holding period was -35.8%.

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