Position in INTU
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$721,665
-$6,617,985 QoQ
Shares Held
2,765
-83.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#928
of 1,740 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 85%
Shared 0%
None 15%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026McKinley Carter Wealth Services, Inc. holds $3,928,643 across 3 Software - Application names. INTU ranks #2 (18.4% of the industry book) .
All Filings in INTU
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $721,665 | 2,765 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $7,339,650 | 16,975 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $11,860,630 | 17,905 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $12,644,078 | 18,515 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $14,716,866 | 18,685 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $11,118,130 | 18,108 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $11,380,249 | 18,107 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $11,289,780 | 18,180 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $11,973,708 | 18,219 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $11,739,650 | 18,061 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $11,124,283 | 17,798 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $8,722,256 | 17,071 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $7,879,035 | 17,196 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $7,735,150 | 17,350 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $6,839,763 | 17,573 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $6,782,747 | 17,512 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $6,619,161 | 17,173 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $8,377,194 | 17,422 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $11,306,521 | 17,578 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $9,537,457 | 17,678 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $9,167,159 | 18,702 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $7,045,239 | 18,392 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $6,874,525 | 18,098 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $5,683,883 | 17,424 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $5,140,377 | 17,355 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $3,917,360 | 17,032 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||