Position in INTU
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,246,797
-$4,038,615 QoQ
Shares Held
4,777
-60.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#782
of 1,740 holders
Holding Since
Jun 2020
25 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, 2026AMG National Trust Bank holds $10,811,306 across 9 Software - Application names. INTU ranks #6 (11.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
11,625 | $2,603,418 | |
| 2 | CRM |
Salesforce, Inc.
|
13,187 | $2,065,874 | |
| 3 | ADBE |
Adobe Inc.
|
6,869 | $1,408,280 | |
| 4 | PAYX |
Paychex Inc
|
14,206 | $1,396,874 | |
| 5 | NOW |
ServiceNow, Inc.
|
13,613 | $1,351,498 | |
| 6 | INTU |
Intuit Inc.
This page
|
4,777 | $1,246,797 | |
| 7 | UBER |
Uber Technologies, Inc
|
3,859 | $278,465 | |
| 8 | DT |
Dynatrace, Inc.
|
5,478 | $240,538 |
All Filings in INTU
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,246,797 | 4,777 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $5,285,412 | 12,224 | Shares | Other | 2026-05-04 | |
| 2025-12-31 | $766,419 | 1,157 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $873,441 | 1,279 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,106,620 | 1,405 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $807,396 | 1,315 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $921,381 | 1,466 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $874,368 | 1,408 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,000,273 | 1,522 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $1,084,850 | 1,669 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $921,294 | 1,474 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $692,834 | 1,356 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $604,352 | 1,319 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $567,095 | 1,272 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $510,267 | 1,311 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $634,817 | 1,639 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $471,393 | 1,223 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $614,513 | 1,278 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $828,467 | 1,288 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $738,049 | 1,368 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $824,956 | 1,683 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $675,334 | 1,763 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $663,977 | 1,748 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $553,904 | 1,698 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $421,774 | 1,424 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||