SEC 13F Intelligence

Hfr Wealth Management, LLC / INTU

Hfr Wealth Management, LLC’s Intuit Position

Does Hfr Wealth Management, LLC own Intuit (INTU)? Yes — 31.3K shares worth $14M (+3.32% of its 13F portfolio) as of Q1 2026, up from 23.4K shares the prior filed quarter.

Position Value
$14M
Q1 2026
Shares
31.3K
% of Portfolio
+3.32%
Quarters Held
20
currently held

Position History INTU

Reported value by quarter
Q2 ’21: $12MQ2 ’21Q3 ’21: $14MQ4 ’21: $16MQ1 ’22: $11MQ1 ’22Q2 ’22: $9MQ3 ’22: $9MQ4 ’22: $9,274Q4 ’22Q1 ’23: $10,596Q2 ’23: $10,894Q3 ’23: $11,993Q3 ’23Q4 ’23: $14,618Q1 ’24: $15MQ2 ’24: $15MQ2 ’24Q3 ’24: $15MQ4 ’24: $15MQ1 ’25: $14MQ1 ’25Q2 ’25: $18MQ3 ’25: $16MQ4 ’25: $15MQ4 ’25Q1 ’26: $14Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202631.3K$14M+3.32%
Q4 202523.4K$15M+3.66%
Q3 202523.4K$16M+3.66%
Q2 202523.4K$18M+4.46%
Q1 202523.4K$14M+3.49%
Q4 202423.3K$15M+3.62%
Q3 202423.4K$15M+3.53%
Q2 202423.3K$15M+3.90%
Q1 202423.3K$15M+3.83%
Q4 202323.4K$14,618+3.96%
Q3 202323.5K$11,993+3.51%
Q2 202323.8K$10,894+3.03%
Q1 202323.8K$10,596+3.01%
Q4 202223.8K$9,274+2.69%
Q3 202223.9K$9M+3.02%
Q2 202224.1K$9M+2.80%
Q1 202223.8K$11M+3.03%
Q4 202125.6K$16M+4.13%
Q3 202125.5K$14M+4.00%
Q2 202125.1K$12M+3.71%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Hfr Wealth Management, LLC’s full portfolio or all institutional holders of INTU.