INTU β€” INTUIT COM

Ownership history in VitalStone Financial, LLC  Β·  1 quarter on record

AI Ownership Summary

VitalStone Financial, LLC reported INTUIT COM (INTU) in 1 quarterly 13F filing from 2024 Q2 through 2024 Q2. The latest visible filing shows INTU at 0.00% 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 VitalStone Financial, LLC's position in INTUIT COM, 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
2024 Q2

INTU was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q2

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

Time in book
Holding Window
2024 Q2 to 2024 Q2

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 VitalStone Financial, LLC held INTU β€” position size vs. price
% of Fund (quarterly)    INTU price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q2 INITIATED 5 β€” β€” 0.00% $3K 2024-08-07 $601.47

FAQ About VitalStone Financial, LLC and INTU

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

How long has VitalStone Financial, LLC reported owning INTU?

VitalStone Financial, LLC reported INTU across 1 quarterly 13F filings, from 2024 Q2 through 2024 Q2.

What was the largest reported INTU position in VitalStone Financial, LLC's portfolio?

The largest reported portfolio weight for INTU was 0.00% in 2024 Q2.

What is the latest reported INTU position on this page?

The most recent filing on this page is 2024 Q2, when VitalStone Financial, LLC reported 5 shares, equal to 0.00% of portfolio, with an estimated market value of $3K.

What does the chart on this INTU ownership page compare?

The chart compares VitalStone Financial, LLC'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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