NOVARE CAPITAL MANAGEMENT LLC

Position in INTU — Intuit Inc.

CIK 1388409 CHARLOTTE, NC

Position in INTU

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$514,170

-$409,393 QoQ

Shares Held

1,970

-7.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,023

of 1,740 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 82% Shared 0% None 18%

Technology · as of Jun 30, 2026

NOVARE CAPITAL MANAGEMENT LLC holds $19,228,657 across 5 Software - Application names. INTU ranks #5 (2.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ROP	Roper Technologies Inc	20,231	$6,845,968
2	UBER	Uber Technologies, Inc	92,565	$6,679,490
3	ADP	Automatic Data Processing Inc	20,269	$4,539,242
4	NOW	ServiceNow, Inc.	6,545	$649,787
5	INTU	Intuit Inc. This page	1,970	$514,170

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$514,170	1,970	-7.8%	Shares	Sole	2026-08-07
2026-03-31	$923,563	2,136	-17.3%	Shares	Sole	2026-04-17
2025-12-31	$1,711,693	2,584	-6.2%	Shares	Sole	2026-02-05
2025-09-30	$1,880,734	2,754	+3.2%	Shares	Sole	2025-11-03
2025-06-30	$2,102,184	2,669	-2.9%	Shares	Sole	2025-07-29
2025-03-31	$1,688,472	2,750	-11.7%	Shares	Sole	2025-04-29
2024-12-31	$1,957,777	3,115	-1.3%	Shares	Sole	2025-01-21
2024-09-30	$1,959,255	3,155	-3.1%	Shares	Sole	2024-10-11
2024-06-30	$2,139,875	3,256	-1.1%	Shares	Sole	2024-08-02
2024-03-31	$2,139,150	3,291	-6.0%	Shares	Sole	2024-05-06
2023-12-31	$2,187,605	3,500	-2.7%	Shares	Sole	2024-02-08
2023-09-30	$1,838,362	3,598	-11.9%	Shares	Sole	2023-11-02
2023-06-30	$1,870,789	4,083	+1.5%	Shares	Sole	2023-07-28
2023-03-31	$1,793,574	4,023	-2.7%	Shares	Sole	2023-04-20
2022-12-31	$1,608,646	4,133	-0.4%	Shares	Sole	2023-01-17
2022-09-30	$1,606,990	4,149	-1.3%	Shares	Sole	2022-10-11
2022-06-30	$1,620,004	4,203	-2.8%	Shares	Sole	2022-08-03
2022-03-31	$2,078,671	4,323	-0.5%	Shares	Sole	2022-05-09
2021-12-31	$2,794,790	4,345	-0.7%	Shares	Sole	2022-02-03
2021-09-30	$2,360,356	4,375	-1.9%	Shares	Sole	2021-11-04
2021-06-30	$2,185,668	4,459	-2.7%	Shares	Sole	2021-08-02
2021-03-31	$1,756,330	4,585	-5.2%	Shares	Sole	2021-05-11
2020-12-31	$1,837,714	4,838	-11.4%	Shares	Sole	2021-02-01
2020-09-30	$1,780,454	5,458	-5.0%	Shares	Sole	2020-11-03
2020-06-30	$1,701,907	5,746	-9.1%	Shares	Sole	2020-08-06
2020-03-31	$1,453,600	6,320	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.