Forvis Mazars Wealth Advisors, LLC

Position in INTU — Intuit Inc.

CIK 1352864 Springfield, MO

Position in INTU

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$877,743

-$630,830 QoQ

Shares Held

3,363

-3.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#880

of 1,740 holders

Holding Since

Jun 2020

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Forvis Mazars Wealth Advisors, LLC holds $4,141,322 across 5 Software - Application names. INTU ranks #3 (21.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADBE	Adobe Inc.	8,384	$1,718,887
2	ADP	Automatic Data Processing Inc	4,014	$898,935
3	INTU	Intuit Inc. This page	3,363	$877,743
4	PAYX	Paychex Inc	4,045	$397,744
5	UBER	Uber Technologies, Inc	3,437	$248,013

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$877,743	3,363	-3.6%	Shares	Sole	2026-08-10
2026-03-31	$1,508,573	3,489	+1.3%	Shares	Sole	2026-05-01
2025-12-31	$2,281,374	3,444	+1.0%	Shares	Sole	2026-02-10
2025-09-30	$2,329,406	3,411	+0.4%	Shares	Sole	2025-10-30
2025-06-30	$2,674,791	3,396	-1.8%	Shares	Sole	2025-07-29
2025-03-31	$2,123,791	3,459	-0.0%	Shares	Sole	2025-05-13
2024-12-31	$2,174,610	3,460	+1.1%	Shares	Sole	2025-02-04
2024-09-30	$2,124,441	3,421	-0.1%	Shares	Sole	2024-11-14
2024-06-30	$2,250,944	3,425	0.0%	Shares	Sole	2024-08-09
2024-03-31	$2,226,250	3,425	-0.7%	Shares	Sole	2024-04-19
2023-12-31	$2,155,728	3,449	-1.8%	Shares	Sole	2024-01-11
2023-09-30	$1,793,910	3,511	+0.1%	Shares	Sole	2023-10-26
2023-06-30	$1,607,330	3,508	+307.4%	Shares	Sole	2023-08-08
2020-12-31	$327,050	861	+0.2%	Shares	Sole	2021-01-22
2020-09-30	$280,214	859	+5.9%	Shares	Sole	2020-11-05
2020-06-30	$240,210	811	—	Shares	Sole	2020-07-15
No filing history on record for this holder in this stock.