PATTEN & PATTEN INC/TN

Position in INTU — Intuit Inc.

CIK 1044905 CHATTANOOGA, TN

Position in INTU

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$4,996,062

-$3,345,412 QoQ

Shares Held

19,142

-0.8% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.38%

of 13F equity value

Holder Rank

#473

of 1,740 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

PATTEN & PATTEN INC/TN holds $9,360,459 across 4 Software - Application names. INTU ranks #1 (53.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	INTU	Intuit Inc. This page	19,142	$4,996,062
2	ADBE	Adobe Inc.	14,516	$2,976,070
3	ADP	Automatic Data Processing Inc	4,969	$1,112,807
4	PAYX	Paychex Inc	2,802	$275,520

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,996,062	19,142	-0.8%	Shares	Sole	2026-08-05
2026-03-31	$8,341,474	19,292	+30.5%	Shares	Sole	2026-05-01
2025-12-31	$9,793,217	14,784	-5.5%	Shares	Sole	2026-02-03
2025-09-30	$10,680,029	15,639	-6.9%	Shares	Sole	2025-10-31
2025-06-30	$13,229,821	16,797	-5.5%	Shares	Sole	2025-07-28
2025-03-31	$10,911,830	17,772	-2.5%	Shares	Sole	2025-05-07
2024-12-31	$11,456,298	18,228	-4.2%	Shares	Sole	2025-02-10
2024-09-30	$11,818,872	19,032	-1.8%	Shares	Sole	2024-11-04
2024-06-30	$12,739,358	19,384	-1.3%	Shares	Sole	2024-08-13
2024-03-31	$12,766,000	19,640	-0.1%	Shares	Sole	2024-05-10
2023-12-31	$12,283,089	19,652	-10.2%	Shares	Sole	2024-01-23
2023-09-30	$11,184,476	21,890	-4.4%	Shares	Sole	2023-10-27
2023-06-30	$10,490,260	22,895	-0.6%	Shares	Sole	2023-07-14
2023-03-31	$10,267,910	23,031	-0.8%	Shares	Sole	2023-04-25
2022-12-31	$9,039,245	23,224	-3.0%	Shares	Sole	2023-02-01
2022-09-30	$9,272,440	23,940	-0.9%	Shares	Sole	2022-10-19
2022-06-30	$9,314,157	24,165	-3.6%	Shares	Sole	2022-08-02
2022-03-31	$12,054,658	25,070	-0.4%	Shares	Sole	2022-04-25
2021-12-31	$16,193,063	25,175	-1.8%	Shares	Sole	2022-01-26
2021-09-30	$13,825,483	25,626	-1.1%	Shares	Sole	2021-10-22
2021-06-30	$12,704,716	25,919	-1.1%	Shares	Sole	2021-07-13
2021-03-31	$10,043,833	26,220	+0.1%	Shares	Sole	2021-04-23
2020-12-31	$9,952,070	26,200	+1.6%	Shares	Sole	2021-01-19
2020-09-30	$8,416,218	25,800	-0.3%	Shares	Sole	2020-10-08
2020-06-30	$7,663,916	25,875	-1.6%	Shares	Sole	2020-07-21
2020-03-31	$6,050,150	26,305	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.