Position in INTU
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$6,525
-$4,284 QoQ
Shares Held
25
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#526
of 573 holders
Holding Since
Dec 2023
11 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, 2026FIRST UNITED BANK & TRUST holds $849,580 across 9 Software - Application names. INTU ranks #8 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
3,305 | $377,364 | |
| 2 | ADP |
Automatic Data Processing Inc
|
950 | $212,752 | |
| 3 | CRM |
Salesforce, Inc.
|
467 | $73,159 | |
| 4 | NOW |
ServiceNow, Inc.
|
715 | $70,985 | |
| 5 | ROP |
Roper Technologies Inc
|
188 | $63,617 | |
| 6 | SNOW |
Snowflake Inc.
|
115 | $29,267 | |
| 7 | ADBE |
Adobe Inc.
|
46 | $9,430 | |
| 8 | INTU |
Intuit Inc.
This page
|
25 | $6,525 |
All Filings in INTU
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,525 | 25 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $10,809 | 25 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $38,420 | 58 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $46,437 | 68 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $53,558 | 68 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $41,751 | 68 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $42,738 | 68 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $45,954 | 74 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $48,633 | 74 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $48,100 | 74 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $46,252 | 74 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||