BSW Wealth Partners

Position in INTU — Intuit Inc.

CIK 1512601 BOULDER, CO

Position in INTU

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$522,522

-$260,518 QoQ

Shares Held

2,002

+10.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#1,016

of 1,740 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

BSW Wealth Partners holds $5,104,567 across 11 Software - Application names. INTU ranks #6 (10.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADP	Automatic Data Processing Inc	3,384	$757,846
2	CRM	Salesforce, Inc.	4,555	$713,586
3	SAP	Sap SE	4,246	$654,351
4	UBER	Uber Technologies, Inc	8,533	$615,741
5	NOW	ServiceNow, Inc.	6,105	$606,104
6	INTU	Intuit Inc. This page	2,002	$522,522
7	CDNS	Cadence Design Systems Inc	1,128	$423,360
8	ADSK	Autodesk, Inc.	1,425	$277,048

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$522,522	2,002	+10.5%	Shares	Sole	2026-07-15
2026-03-31	$783,040	1,811	-5.9%	Shares	Sole	2026-04-14
2025-12-31	$1,275,158	1,925	-4.3%	Shares	Sole	2026-01-23
2025-09-30	$1,373,332	2,011	+4.8%	Shares	Sole	2025-10-15
2025-06-30	$1,510,674	1,918	+0.6%	Shares	Sole	2025-07-18
2025-03-31	$1,170,878	1,907	+8.4%	Shares	Sole	2025-04-24
2024-12-31	$1,106,160	1,760	+0.5%	Shares	Sole	2025-01-22
2024-09-30	$1,087,371	1,751	+5.9%	Shares	Sole	2024-10-29
2024-06-30	$1,086,368	1,653	-2.6%	Shares	Sole	2024-07-16
2024-03-31	$1,103,050	1,697	-6.0%	Shares	Sole	2024-04-23
2023-12-31	$1,128,179	1,805	+2.0%	Shares	Sole	2024-01-25
2023-09-30	$904,363	1,770	-10.6%	Shares	Sole	2023-10-27
2023-06-30	$906,758	1,979	+4.5%	Shares	Sole	2023-08-11
2023-03-31	$844,402	1,894	+4.6%	Shares	Sole	2023-05-15
2022-12-31	$704,488	1,810	-13.2%	Shares	Sole	2023-02-14
2022-09-30	$807,949	2,086	-0.4%	Shares	Sole	2022-11-14
2022-06-30	$807,496	2,095	-4.1%	Shares	Sole	2022-08-15
2022-03-31	$1,050,154	2,184	+12.3%	Shares	Sole	2022-05-16
2021-12-31	$1,250,419	1,944	-2.6%	Shares	Sole	2022-02-14
2021-09-30	$1,076,322	1,995	-7.9%	Shares	Sole	2021-11-15
2021-06-30	$1,062,198	2,167	-1.4%	Shares	Sole	2021-08-16
2021-03-31	$841,582	2,197	+15.5%	Shares	Sole	2021-05-17
2020-12-31	$722,474	1,902	+1.0%	Shares	Sole	2021-02-16
2020-09-30	$614,579	1,884	-3.0%	Shares	Sole	2020-11-13
2020-06-30	$575,200	1,942	+8.7%	Shares	Sole	2020-08-13
2020-03-31	$411,010	1,787	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.