Position in INTU
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$204,102
-$7,394,111 QoQ
Shares Held
782
-95.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,391
of 1,740 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 49%
Shared 0%
None 51%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026BALDWIN WEALTH PARTNERS LLC/MA holds $15,007,633 across 7 Software - Application names. INTU ranks #7 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PTC |
Ptc Inc.
|
51,563 | $5,858,071 | |
| 2 | PAYX |
Paychex Inc
|
27,095 | $2,664,251 | |
| 3 | ADP |
Automatic Data Processing Inc
|
8,702 | $1,948,812 | |
| 4 | UBER |
Uber Technologies, Inc
|
25,062 | $1,808,473 | |
| 5 | ADBE |
Adobe Inc.
|
7,161 | $1,468,148 | |
| 6 | ROP |
Roper Technologies Inc
|
3,120 | $1,055,776 | |
| 7 | INTU |
Intuit Inc.
This page
|
782 | $204,102 |
All Filings in INTU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $204,102 | 782 | Shares | Defined | 2026-07-14 | |
| 2026-03-31 | $7,598,213 | 17,573 | Shares | Defined | 2026-04-14 | |
| 2025-12-31 | $12,835,049 | 19,376 | Shares | Defined | 2026-01-07 | |
| 2025-09-30 | $583,888 | 855 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $673,423 | 855 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $524,961 | 855 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $529,825 | 843 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $800,469 | 1,289 | Shares | Other | 2024-10-16 | |
| 2024-06-30 | $545,484 | 830 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $799,500 | 1,230 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $801,913 | 1,283 | Shares | Other | 2024-01-08 | |
| 2023-09-30 | $641,229 | 1,255 | Shares | Other | 2023-10-10 | |
| 2023-06-30 | $575,028 | 1,255 | Shares | Other | 2023-07-14 | |
| 2023-03-31 | $559,516 | 1,255 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $538,291 | 1,383 | Shares | Other | 2023-01-27 | |
| 2022-09-30 | $533,726 | 1,378 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $561,971 | 1,458 | Shares | Other | 2022-07-18 | |
| 2022-03-31 | $701,064 | 1,458 | Shares | Other | 2022-04-13 | |
| 2021-12-31 | $1,002,136 | 1,558 | Shares | Other | 2022-01-14 | |
| 2021-09-30 | $840,556 | 1,558 | Shares | Other | 2021-10-27 | |
| 2021-06-30 | $763,684 | 1,558 | Shares | Other | 2021-07-30 | |
| 2021-03-31 | $592,976 | 1,548 | Shares | Other | 2021-04-08 | |
| 2020-12-31 | $588,007 | 1,548 | Shares | Other | 2021-01-12 | |
| 2020-09-30 | $504,973 | 1,548 | Shares | Other | 2020-10-16 | |
| 2020-06-30 | $458,502 | 1,548 | Shares | Other | 2020-07-21 | |
| 2020-03-31 | $379,040 | 1,648 | Shares | Other | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||