Ownership history in LYELL WEALTH MANAGEMENT, LP · 37 quarters on record
This page tracks every 13F SEC filing in which LYELL WEALTH MANAGEMENT, LP reported a position in Intuit Inc (INTU). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 33,026 | -58 | -0.2% | 1.58% | $21.9M | $661.20 |
| 2025 Q3 | ADDED | 33,084 | +1,409 | +4.4% | 1.68% | $22.6M | $680.41 |
| 2025 Q2 | ADDED | 31,675 | +240 | +0.8% | 1.97% | $24.9M | $783.69 |
| 2025 Q1 | ADDED | 31,435 | +201 | +0.6% | 1.80% | $19.3M | $609.85 |
| 2024 Q4 | ADDED | 31,234 | +501 | +1.6% | 1.76% | $19.6M | $623.23 |
| 2024 Q3 | ADDED | 30,733 | +48 | +0.2% | 1.74% | $19.1M | $614.76 |
| 2024 Q2 | ADDED | 30,685 | +1,285 | +4.4% | 1.93% | $20.2M | $649.71 |
| 2024 Q1 | REDUCED | 29,400 | -261 | -0.9% | 1.94% | $19.1M | $641.68 |
| 2023 Q4 | REDUCED | 29,661 | -1,229 | -4.0% | 2.11% | $18.5M | $616.10 |
| 2023 Q3 | REDUCED | 30,890 | -40 | -0.1% | 2.12% | $15.8M | $502.77 |
As of 2025 Q4 — sorted by position size