SEC 13F Intelligence

Buck Wealth Strategies, LLC / INTU

Buck Wealth Strategies, LLC’s Intuit Position

Does Buck Wealth Strategies, LLC own Intuit (INTU)? Yes — 27.9K shares worth $12M (+1.49% of its 13F portfolio) as of Q1 2026, up from 18.0K shares the prior filed quarter.

Position Value
$12M
Q1 2026
Shares
27.9K
% of Portfolio
+1.49%
Quarters Held
11
currently held

Position History INTU

Reported value by quarter
Q3 ’23: $5MQ3 ’23Q4 ’23: $7MQ1 ’24: $3MQ1 ’24Q2 ’24: $8MQ3 ’24: $7MQ3 ’24Q4 ’24: $9MQ1 ’25: $9MQ1 ’25Q2 ’25: $13MQ3 ’25: $11MQ3 ’25Q4 ’25: $12MQ1 ’26: $12MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202627.9K$12M+1.49%
Q4 202518.0K$12M+1.51%
Q3 202516.5K$11M+1.54%
Q2 202516.4K$13M+1.97%
Q1 202515.4K$9M+1.71%
Q4 202414.0K$9M+1.83%
Q3 202411.0K$7M+2.15%
Q2 202412.6K$8M+2.45%
Q1 20245.1K$3M+1.14%
Q4 202311.9K$7M+2.75%
Q3 20239.4K$5M+1.92%

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