Obermeyer Wealth Partners

Position in INTU — Intuit Inc.

CIK 1349654 ASPEN, CO

Position in INTU

as of Mar 31, 2026 · filed Apr 21, 2026 Compact

Position Value

$280,182

-$156,352 QoQ

Shares Held

648

-1.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2021

17 quarters on record

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

Technology · as of Mar 31, 2026

Obermeyer Wealth Partners holds $19,770,854 across 8 Software - Application names. INTU ranks #5 (1.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SAP	Sap SE	101,445	$17,368,398
2	CRM	Salesforce, Inc.	4,023	$750,973
3	SHOP	Shopify Inc.	2,878	$341,388
4	ADBE	Adobe Inc.	1,344	$326,699
5	INTU	Intuit Inc. This page	648	$280,182
6	DOCU	Docusign, Inc.	5,000	$237,050
7	ADP	Automatic Data Processing Inc	1,152	$234,063
8	NOW	ServiceNow, Inc.	2,220	$232,101

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$280,182	648	-1.7%	Shares	Sole	2026-04-21
2025-12-31	$436,534	659	-11.8%	Shares	Sole	2026-01-29
2025-09-30	$510,133	747	+3.2%	Shares	Sole	2025-10-27
2025-06-30	$570,244	724	+2.4%	Shares	Sole	2025-08-05
2025-03-31	$434,090	707	-0.3%	Shares	Sole	2025-05-06
2024-12-31	$445,606	709	0.0%	Shares	Sole	2025-02-14
2024-09-30	$440,289	709	0.0%	Shares	Sole	2024-11-05
2024-06-30	$465,961	709	+41.2%	Shares	Sole	2024-08-01
2024-03-31	$326,300	502	+0.4%	Shares	Sole	2024-05-07
2023-12-31	$312,515	500	0.0%	Shares	Sole	2024-01-31
2023-09-30	$255,470	500	0.0%	Shares	Sole	2023-11-08
2023-06-30	$229,095	500	0.0%	Shares	Sole	2023-08-07
2023-03-31	$222,915	500	0.0%	Shares	Sole	2023-05-09
2022-03-31	$240,420	500	0.0%	Shares	Sole	2022-05-16
2021-12-31	$321,610	500	0.0%	Shares	Sole	2022-01-31
2021-09-30	$269,755	500	0.0%	Shares	Sole	2021-10-19
2021-06-30	$245,085	500	—	Shares	Sole	2021-07-29
No filing history on record for this holder in this stock.