INTU Intuit

Ownership history in MCDANIEL TERRY & CO  ·  24 quarters on record

This page tracks every 13F SEC filing in which MCDANIEL TERRY & CO reported a position in Intuit (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.

Peak position
2.53% (2025 Q2)
Avg. % of fund
1.88%
First filed
2016 Q2
Last filed
2025 Q4
Quarters held
24
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 38,523 -757 -1.9% 2.22% $25.5M $661.20
2025 Q3 ADDED 39,280 +7 +0.0% 2.16% $26.8M $680.41
2025 Q2 REDUCED 39,273 -1,422 -3.5% 2.53% $30.9M $783.69
2025 Q1 ADDED 40,695 +178 +0.4% 2.19% $25.0M $609.85
20 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    INTU price (monthly, adj. close)
← Back to MCDANIEL TERRY & CO Holdings