Position in INTU
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$524,871
-$650,337 QoQ
Shares Held
2,011
-26.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#1,014
of 1,740 holders
Holding Since
Mar 2020
26 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, 2026EADS & HEALD WEALTH MANAGEMENT holds $4,496,714 across 6 Software - Application names. INTU ranks #4 (11.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
8,038 | $1,800,110 | |
| 2 | ROP |
Roper Technologies Inc
|
2,674 | $904,854 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
1,534 | $575,740 | |
| 4 | INTU |
Intuit Inc.
This page
|
2,011 | $524,871 | |
| 5 | ADSK |
Autodesk, Inc.
|
2,424 | $471,274 | |
| 6 | PAYX |
Paychex Inc
|
2,236 | $219,865 |
All Filings in INTU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $524,871 | 2,011 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $1,175,208 | 2,718 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,882,597 | 2,842 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,974,292 | 2,891 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $2,261,285 | 2,871 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,763,993 | 2,873 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,735,288 | 2,761 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,702,161 | 2,741 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $1,835,587 | 2,793 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $1,911,000 | 2,940 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,866,964 | 2,987 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $1,552,235 | 3,038 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $1,452,004 | 3,169 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $1,498,880 | 3,362 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $1,330,743 | 3,419 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $1,317,275 | 3,401 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $1,304,328 | 3,384 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $1,635,817 | 3,402 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $2,195,953 | 3,414 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $2,022,083 | 3,748 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $1,960,680 | 4,000 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $1,723,003 | 4,498 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $1,739,713 | 4,580 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $1,551,780 | 4,757 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $1,409,272 | 4,758 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $1,074,790 | 4,673 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||