INTU — INTUIT

Ownership history in Segment Wealth Management, LLC  ·  24 quarters on record

This page tracks every 13F SEC filing in which Segment Wealth Management, LLC 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
1.61% (2023 Q4)
Avg. % of fund
1.22%
First filed
2020 Q1
Last filed
2025 Q4
Quarters held
24
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 31,822 +461 +1.5% 1.22% $21.1M $661.20
2025 Q3 ADDED 31,361 +158 +0.5% 1.28% $21.4M $680.41
2025 Q2 REDUCED 31,203 -484 -1.5% 1.56% $24.6M $783.69
2025 Q1 ADDED 31,687 +743 +2.4% 1.32% $19.5M $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)

Other funds also holding INTU

As of 2025 Q4 — sorted by position size

Founders Fund IV Management, LLC 3Y 7Y 100.0% Lindsell Train Ltd 3Y 7Y 10.25% ThornTree Capital Partners LP 3Y 7Y 9.89% SYQUANT CAPITAL SAS 3Y 8.51% Unisphere Establishment 8.42% XXEC, Inc. 3Y 7.57% Navera Investment Management Ltd. 3Y 7.13% WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD 3Y 6.87% ShawSpring Partners LLC 3Y 7Y 6.33% Bey-Douglas LLC 5.36%
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