INTU β€” INTUIT

Ownership history in Ted Buchan & Co  Β·  6 quarters on record

AI Ownership Summary

Ted Buchan & Co reported INTUIT (INTU) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 1.4% in 2025 Q4. The latest visible filing shows INTU at 1.40% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this INTU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Ted Buchan & Co's position in INTUIT, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

INTU was reported at 1.40% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.4% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Ted Buchan & Co held INTU β€” position size vs. price
% of Fund (quarterly)    INTU price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 5,740 +589 +11.4% 1.40% $3.8M 2026-02-14 (Est.) $399.40
2025 Q3 ADDED 5,151 +869 +20.3% 1.38% $3.5M 2025-11-12 $658.09
2025 Q2 REDUCED 4,282 -174 -3.9% 1.34% $3.4M 2025-08-13 $709.11
2025 Q1 UNCHANGED 4,456 β€” 0% 1.29% $2.7M 2025-05-13 $653.51
2024 Q4 UNCHANGED 4,456 β€” 0% 1.32% $2.8M 2025-02-13 $579.96
2024 Q3 INITIATED 4,456 β€” β€” 1.31% $2.8M 2024-11-01 $616.52

FAQ About Ted Buchan & Co and INTU

These are the practical questions this page is built to answer before you even open the full history table.

How long has Ted Buchan & Co reported owning INTU?

Ted Buchan & Co reported INTU across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported INTU position in Ted Buchan & Co's portfolio?

The largest reported portfolio weight for INTU was 1.40% in 2025 Q4.

What is the latest reported INTU position on this page?

The most recent filing on this page is 2025 Q4, when Ted Buchan & Co reported 5,740 shares, equal to 1.40% of portfolio, with an estimated market value of $3.8M.

What does the chart on this INTU ownership page compare?

The chart compares Ted Buchan & Co's quarterly INTU portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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