DAVIDSON INVESTMENT ADVISORS

Position in INTU — Intuit Inc.

CIK 1140771 GREAT FALLS, MT

Position in INTU

as of Mar 31, 2026 · filed May 8, 2026 Compact

Position Value

$18,043,217

-$10,791,263 QoQ

Shares Held

41,730

-4.1% QoQ

Ownership

0.015%

of shares outstanding

% of Portfolio

0.99%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Technology · as of Mar 31, 2026

DAVIDSON INVESTMENT ADVISORS holds $50,496,847 across 3 Software - Application names. INTU ranks #1 (35.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	INTU	Intuit Inc. This page	41,730	$18,043,217
2	DT	Dynatrace, Inc.	439,026	$16,235,181
3	CRM	Salesforce, Inc.	86,883	$16,218,449

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$18,043,217	41,730	-4.1%	Shares	Sole	2026-05-08
2025-12-31	$28,834,480	43,529	-0.2%	Shares	Sole	2026-01-27
2025-09-30	$29,793,314	43,627	+0.5%	Shares	Sole	2025-10-21
2025-06-30	$34,182,354	43,399	+1.0%	Shares	Sole	2025-07-28
2025-03-31	$26,393,588	42,987	+2.5%	Shares	Sole	2025-04-30
2024-12-31	$26,359,290	41,940	+1.3%	Shares	Sole	2025-01-31
2024-09-30	$25,701,327	41,387	+4.5%	Shares	Sole	2024-11-13
2024-06-30	$26,016,315	39,586	+2.2%	Shares	Sole	2024-07-31
2024-03-31	$25,184,250	38,745	+2.8%	Shares	Sole	2024-05-13
2023-12-31	$23,546,130	37,672	+1.9%	Shares	Sole	2024-02-09
2023-09-30	$18,894,050	36,979	+1.8%	Shares	Sole	2023-11-09
2023-06-30	$16,645,584	36,329	+0.1%	Shares	Sole	2023-08-11
2023-03-31	$16,176,941	36,285	+11.5%	Shares	Sole	2023-08-23
2022-12-31	$12,661,715	32,531	+0.4%	Shares	Sole	2023-02-02
2022-09-30	$12,547,231	32,395	+3.4%	Shares	Sole	2022-11-07
2022-06-30	$12,075,064	31,328	+0.9%	Shares	Sole	2022-07-27
2022-03-31	$14,934,409	31,059	+1.9%	Shares	Sole	2022-05-12
2021-12-31	$19,611,134	30,489	+0.9%	Shares	Sole	2022-01-28
2021-09-30	$16,310,466	30,232	+2.5%	Shares	Sole	2021-11-03
2021-06-30	$14,464,426	29,509	-0.7%	Shares	Sole	2021-08-10
2021-03-31	$11,387,990	29,729	+4.6%	Shares	Sole	2021-05-07
2020-12-31	$10,801,034	28,435	+23.2%	Shares	Sole	2021-02-10
2020-09-30	$7,525,990	23,071	-0.9%	Shares	Sole	2020-11-02
2020-06-30	$6,897,968	23,289	-4.0%	Shares	Sole	2020-08-10
2020-03-31	$5,577,270	24,249	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.