BRADLEY FOSTER & SARGENT INC/CT

Position in INTU — Intuit Inc.

CIK 1015086 HARTFORD, CT

Position in INTU

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$6,409,377

-$6,547,754 QoQ

Shares Held

24,557

-18.1% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#435

of 1,740 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 94% Shared 0% None 6%

Technology · as of Jun 30, 2026

BRADLEY FOSTER & SARGENT INC/CT holds $124,578,303 across 13 Software - Application names. INTU ranks #6 (5.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CDNS	Cadence Design Systems Inc	123,689	$46,422,955
2	NOW	ServiceNow, Inc.	244,584	$24,282,299
3	ADP	Automatic Data Processing Inc	86,513	$19,374,586
4	SSNC	SS&C Technologies Holdings Inc	172,901	$10,728,507
5	UBER	Uber Technologies, Inc	96,929	$6,994,396
6	INTU	Intuit Inc. This page	24,557	$6,409,377
7	FROG	JFrog Ltd	48,572	$4,414,223
8	ADBE	Adobe Inc.	8,684	$1,780,393

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,409,377	24,557	-18.1%	Shares	Sole	2026-08-14
2026-03-31	$12,957,131	29,967	-72.0%	Shares	Sole	2026-05-15
2025-12-31	$70,822,634	106,915	+2.1%	Shares	Sole	2026-02-12
2025-09-30	$71,484,287	104,676	+5.5%	Shares	Sole	2025-11-10
2025-06-30	$78,125,019	99,190	-1.2%	Shares	Sole	2025-08-11
2025-03-31	$61,629,860	100,376	-7.0%	Shares	Sole	2025-05-13
2024-12-31	$67,869,201	107,986	+0.4%	Shares	Sole	2025-02-03
2024-09-30	$66,797,865	107,565	+1.4%	Shares	Sole	2024-11-04
2024-06-30	$69,682,661	106,028	+2.8%	Shares	Sole	2024-08-09
2024-03-31	$67,009,150	103,091	+1.3%	Shares	Sole	2024-05-15
2023-12-31	$63,639,304	101,818	+5.1%	Shares	Sole	2024-02-14
2023-09-30	$49,508,042	96,896	0.0%	Shares	Sole	2023-11-13
2023-06-30	$44,396,778	96,896	+18.6%	Shares	Sole	2023-08-08
2023-03-31	$36,414,948	81,679	+438.7%	Shares	Sole	2023-05-08
2022-12-31	$5,901,353	15,162	+12.8%	Shares	Sole	2023-02-14
2022-09-30	$5,205,968	13,441	+59.0%	Shares	Sole	2022-11-14
2022-06-30	$3,259,280	8,456	+95.1%	Shares	Sole	2022-08-11
2022-03-31	$2,084,441	4,335	-2.6%	Shares	Sole	2022-05-16
2021-12-31	$2,862,329	4,450	-2.9%	Shares	Sole	2022-03-11
2021-09-30	$2,473,653	4,585	-5.6%	Shares	Sole	2021-11-10
2021-06-30	$2,380,755	4,857	+19.7%	Shares	Sole	2021-08-19
2021-03-31	$1,554,074	4,057	-0.2%	Shares	Sole	2021-04-26
2020-12-31	$1,544,849	4,067	-0.9%	Shares	Sole	2021-02-11
2020-09-30	$1,338,113	4,102	0.0%	Shares	Sole	2020-10-26
2020-03-31	$943,460	4,102	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.