INTU Intuit Inc

Ownership history in S.A. Mason LLC  ·  25 quarters on record

This page tracks every 13F SEC filing in which S.A. Mason LLC 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.

Peak position
2.36% (2023 Q4)
Avg. % of fund
1.87%
First filed
2019 Q4
Last filed
2025 Q4
Quarters held
25
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 5,110 -25 -0.5% 1.34% $3.4M $661.20
2025 Q3 UNCHANGED 5,135 0% 1.55% $3.5M $680.41
2025 Q2 REDUCED 5,135 -23 -0.4% 1.96% $4.0M $783.69
2025 Q1 REDUCED 5,158 -124 -2.3% 1.67% $3.2M $609.85
2024 Q4 REDUCED 5,282 -105 -1.9% 1.74% $3.3M $623.23
2024 Q3 ADDED 5,387 +12 +0.2% 1.77% $3.3M $614.76
2024 Q2 REDUCED 5,375 -14 -0.3% 2.01% $3.5M $649.71
2024 Q1 REDUCED 5,389 -251 -4.5% 2.11% $3.5M $641.68
2023 Q4 REDUCED 5,640 -89 -1.6% 2.36% $3.5M $616.10
2023 Q3 REDUCED 5,729 -84 -1.4% 2.11% $2.9M $502.77
15 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    INTU price (monthly, adj. close)
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