Position in INTU
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$352,350
-$66,626 QoQ
Shares Held
1,350
+39.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,158
of 1,740 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026TRUST CO OF TOLEDO NA /OH/ holds $5,462,039 across 15 Software - Application names. INTU ranks #4 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
13,935 | $2,183,056 | |
| 2 | ADP |
Automatic Data Processing Inc
|
7,775 | $1,741,211 | |
| 3 | ADBE |
Adobe Inc.
|
3,805 | $780,100 | |
| 4 | INTU |
Intuit Inc.
This page
|
1,350 | $352,350 | |
| 5 | PAYX |
Paychex Inc
|
1,893 | $186,138 | |
| 6 | NOW |
ServiceNow, Inc.
|
435 | $43,186 | |
| 7 | DDOG |
Datadog, Inc.
|
150 | $39,054 | |
| 8 | SNOW |
Snowflake Inc.
|
153 | $38,938 |
All Filings in INTU
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $352,350 | 1,350 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $418,976 | 969 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $599,490 | 905 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $379,697 | 556 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $365,460 | 464 | Shares | Sole | 2025-07-24 | |
| No filing history on record for this holder in this stock. | ||||||