INTU — INTUIT COM

Ownership history in Williams Jones Wealth Management, LLC.  ·  26 quarters on record

AI Ownership Summary

Williams Jones Wealth Management, LLC. reported INTUIT COM (INTU) in 26 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.96% in 2025 Q2. The latest visible filing shows INTU at 2.64% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this INTU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Williams Jones Wealth Management, 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
2025 Q4

INTU was reported at 2.64% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.96% in 2025 Q2

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

Time in book
Holding Window
2023 Q4 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.

INTU stock page Williams Jones Wealth Management, LLC. fund profile Williams Jones Wealth Management, LLC. full holdings
How Williams Jones Wealth Management, LLC. held INTU — position size vs. price
% of Fund (quarterly)    INTU price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 352,707 +21,700 +6.6% 2.64% $233.6M 2026-02-14 (Est.) $398.17
2025 Q3 ADDED 331,007 +16,248 +5.2% 2.59% $226.0M 2025-11-14 $659.16
2025 Q2 ADDED 314,759 +2,814 +0.9% 2.96% $247.9M 2025-08-14 $705.86
2025 Q1 REDUCED 311,945 -6,762 -2.1% 2.45% $191.5M 2025-05-15 $655.97
2024 Q4 REDUCED 318,707 -6,446 -2.0% 2.42% $200.3M 2025-02-14 $581.62
2024 Q3 ADDED 325,153 +1,017 +0.3% 2.37% $201.9M 2024-11-14 $692.74
2024 Q2 ADDED 324,136 +7,325 +2.3% 2.64% $213.0M 2024-08-05 $595.07
2024 Q1 ADDED 316,811 +13,515 +4.5% 2.62% $205.9M 2024-05-07 $631.88
2023 Q4 ADDED 303,296 +7,915 +2.7% 2.65% $189.6M 2024-02-14 $646.72
17 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding INTU

As of 2026 Q1 — sorted by position size

Raub Brock Capital Management LP 3Y 7Y 3.59% LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 3Y 7Y 3.57% EVEXIA WEALTH LLC 3.29% TRAN CAPITAL MANAGEMENT, L.P. 3Y 7Y 2.65% Bath Savings Trust Co 3Y 7Y 2.31% Allen Mooney & Barnes Investment Advisors LLC 1.96% BRIGHT ROCK CAPITAL MANAGEMENT, LLC 3Y 7Y 1.92% STONEBRIDGE CAPITAL MANAGEMENT INC 3Y 7Y 1.87% MOGY JOEL R INVESTMENT COUNSEL INC 3Y 7Y 1.85% Boit C F David 3Y 1.75%

FAQ About Williams Jones Wealth Management, 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 Williams Jones Wealth Management, LLC. reported owning INTU?

Williams Jones Wealth Management, LLC. reported INTU across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported INTU position in Williams Jones Wealth Management, LLC.'s portfolio?

The largest reported portfolio weight for INTU was 2.96% in 2025 Q2.

What is the latest reported INTU position on this page?

The most recent filing on this page is 2025 Q4, when Williams Jones Wealth Management, LLC. reported 352,707 shares, equal to 2.64% of portfolio, with an estimated market value of $233.6M.

What does the chart on this INTU ownership page compare?

The chart compares Williams Jones Wealth Management, 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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