Position in INTU
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$7,047
-$4,194 QoQ
Shares Held
27
+3.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,640
of 1,740 holders
Holding Since
Jun 2020
18 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, 2026HALBERT HARGROVE GLOBAL ADVISORS, LLC holds $1,238,896 across 20 Software - Application names. INTU ranks #5 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | U |
Unity Software Inc.
|
21,725 | $620,900 | |
| 2 | SNOW |
Snowflake Inc.
|
2,252 | $573,134 | |
| 3 | CRM |
Salesforce, Inc.
|
97 | $15,196 | |
| 4 | ADBE |
Adobe Inc.
|
53 | $10,866 | |
| 5 | INTU |
Intuit Inc.
This page
|
27 | $7,047 | |
| 6 | PAYX |
Paychex Inc
|
34 | $3,343 | |
| 7 | SAP |
Sap SE
|
13 | $2,003 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
3 | $1,125 |
All Filings in INTU
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,047 | 27 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $11,241 | 26 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $17,222 | 26 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $27,999 | 41 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $20,478 | 26 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $21,489 | 35 | Shares | Sole | 2025-04-18 | |
| 2023-03-31 | $343,288 | 770 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $294,250 | 756 | Shares | Other | 2023-01-25 | |
| 2022-09-30 | $286,229 | 739 | Shares | Other | 2022-10-24 | |
| 2022-06-30 | $274,818 | 713 | Shares | Other | 2022-08-05 | |
| 2022-03-31 | $332,260 | 691 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $451,540 | 702 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $388,447 | 720 | Shares | Other | 2021-10-29 | |
| 2021-06-30 | $348,020 | 710 | Shares | Other | 2021-07-29 | |
| 2021-03-31 | $284,995 | 744 | Shares | Other | 2021-05-06 | |
| 2020-12-31 | $246,142 | 648 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $214,972 | 659 | Shares | Other | 2020-11-10 | |
| 2020-06-30 | $201,409 | 680 | Shares | Other | 2020-08-10 | |
| No filing history on record for this holder in this stock. | ||||||