Destination Wealth Management

Position in INTU — Intuit Inc.

CIK 1278573 WALNUT CREEK, CA

Position in INTU

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$499,815

-$247,770 QoQ

Shares Held

1,915

+10.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,034

of 1,740 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 10% Shared 0% None 90%

Technology · as of Jun 30, 2026

Destination Wealth Management holds $2,777,096 across 5 Software - Application names. INTU ranks #3 (18.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MANH	Manhattan Associates Inc	5,408	$753,064
2	SHOP	Shopify Inc.	6,346	$724,586
3	INTU	Intuit Inc. This page	1,915	$499,815
4	ADP	Automatic Data Processing Inc	2,084	$466,711
5	PLUS	Eplus Inc	4,000	$332,920

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$499,815	1,915	+10.8%	Shares	Sole	2026-08-14
2026-03-31	$747,585	1,729	+1.8%	Shares	Sole	2026-05-15
2025-12-31	$1,125,451	1,699	—	Shares	Sole	2026-02-13
No filing history on record for this holder in this stock.