Position in INTU
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$372,186
-$44,195 QoQ
Shares Held
1,426
+48.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,140
of 1,740 holders
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Avidian Wealth Enterprises, LLC holds $6,097,224 across 11 Software - Application names. INTU ranks #8 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
6,063 | $949,829 | |
| 2 | UBER |
Uber Technologies, Inc
|
13,117 | $946,522 | |
| 3 | ADP |
Automatic Data Processing Inc
|
3,727 | $834,661 | |
| 4 | NOW |
ServiceNow, Inc.
|
7,700 | $764,456 | |
| 5 | DDOG |
Datadog, Inc.
|
1,678 | $436,884 | |
| 6 | SHOP |
Shopify Inc.
|
3,755 | $428,745 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
1,088 | $408,348 | |
| 8 | INTU |
Intuit Inc.
This page
|
1,426 | $372,186 |
All Filings in INTU
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $372,186 | 1,426 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $416,381 | 963 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $417,987 | 631 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $362,625 | 531 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $381,212 | 484 | Shares | Sole | 2025-07-30 | |
| 2024-12-31 | $412,924 | 657 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $414,207 | 667 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $322,032 | 490 | Shares | Sole | 2024-08-06 | |
| No filing history on record for this holder in this stock. | ||||||