INTU — Intuit Inc

Ownership history in WealthPLAN Partners, LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which WealthPLAN Partners, 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
0.04% (2025 Q3)
Avg. % of fund
0.01%
First filed
2015 Q4
Last filed
2025 Q3
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 350 +273 +354.5% 0.04% $239K $680.41
2023 Q2 UNCHANGED 77 — 0% 0.00% $35K $450.08
2023 Q1 REDUCED 77 -35 -31.2% 0.00% $34K $437.16
2016 Q3 REDUCED 112 -32 -22.2% 0.00% $12K $102.40
2 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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