Position in INTU
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$594,819
-$512,938 QoQ
Shares Held
2,279
-11.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#982
of 1,740 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Choate Investment Advisors holds $38,007,621 across 14 Software - Application names. INTU ranks #8 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
168,971 | $12,192,947 | |
| 2 | ADP |
Automatic Data Processing Inc
|
44,441 | $9,952,561 | |
| 3 | ADBE |
Adobe Inc.
|
39,678 | $8,134,783 | |
| 4 | TYL |
Tyler Technologies Inc
|
8,536 | $2,496,438 | |
| 5 | CRM |
Salesforce, Inc.
|
5,872 | $919,907 | |
| 6 | ROP |
Roper Technologies Inc
|
2,145 | $725,846 | |
| 7 | NOW |
ServiceNow, Inc.
|
6,208 | $616,330 | |
| 8 | INTU |
Intuit Inc.
This page
|
2,279 | $594,819 |
All Filings in INTU
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $594,819 | 2,279 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,107,757 | 2,562 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,659,362 | 2,505 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,604,838 | 2,350 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,825,726 | 2,318 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,491,995 | 2,430 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,621,530 | 2,580 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,504,062 | 2,422 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,588,476 | 2,417 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,476,800 | 2,272 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,376,941 | 2,203 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,003,486 | 1,964 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $585,108 | 1,277 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $533,212 | 1,196 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $354,579 | 911 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $462,847 | 1,195 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $456,746 | 1,185 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $584,220 | 1,215 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $843,261 | 1,311 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $680,861 | 1,262 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $417,624 | 852 | Shares | Sole | 2021-07-30 | |
| No filing history on record for this holder in this stock. | ||||||