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.
| 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 |
| 2024 Q4 | ADDED | 40,517 | +220 | +0.5% | 2.09% | $25.5M | $623.23 |
| 2024 Q3 | ADDED | 40,297 | +476 | +1.2% | 2.10% | $25.0M | $614.76 |
| 2024 Q2 | ADDED | 39,821 | +782 | +2.0% | 2.28% | $26.2M | $649.71 |
| 2024 Q1 | REDUCED | 39,039 | -76 | -0.2% | 2.26% | $25.4M | $641.68 |
| 2023 Q4 | ADDED | 39,115 | +61 | +0.2% | 2.34% | $24.4M | $616.10 |
| 2023 Q3 | ADDED | 39,054 | +588 | +1.5% | 2.08% | $20.0M | $502.77 |
As of 2025 Q4 — sorted by position size