Wharton Business Group, LLC

Position in INTU — Intuit Inc.

CIK 1513126 MALVERN, PA

Position in INTU

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$270,135

-$177,378 QoQ

Shares Held

1,035

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,258

of 1,744 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Wharton Business Group, LLC holds $1,474,635 across 4 Software - Application names. INTU ranks #4 (18.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADBE	Adobe Inc.	2,723	$558,269
2	PAYX	Paychex Inc	3,715	$365,295
3	ADSK	Autodesk, Inc.	1,445	$280,936
4	INTU	Intuit Inc. This page	1,035	$270,135

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$270,135	1,035	0.0%	Shares	Sole	2026-08-10
2026-03-31	$447,513	1,035	0.0%	Shares	Sole	2026-05-07
2025-12-31	$685,604	1,035	0.0%	Shares	Sole	2026-02-11
2025-09-30	$706,811	1,035	0.0%	Shares	Sole	2025-11-10
2025-06-30	$815,197	1,035	0.0%	Shares	Sole	2025-08-14
2025-03-31	$635,479	1,035	0.0%	Shares	Sole	2025-05-09
2024-12-31	$650,497	1,035	0.0%	Shares	Sole	2025-02-04
2024-09-30	$642,735	1,035	-1.2%	Shares	Sole	2024-11-07
2024-06-30	$688,756	1,048	+1.3%	Shares	Sole	2024-08-12
2024-03-31	$672,750	1,035	0.0%	Shares	Sole	2024-05-13
2023-12-31	$646,906	1,035	0.0%	Shares	Sole	2024-02-07
2023-09-30	$528,822	1,035	0.0%	Shares	Sole	2023-11-06
2023-06-30	$474,226	1,035	0.0%	Shares	Sole	2023-08-07
2023-03-31	$461,434	1,035	0.0%	Shares	Sole	2023-05-04
2022-12-31	$402,842	1,035	0.0%	Shares	Sole	2023-02-13
2022-09-30	$400,876	1,035	0.0%	Shares	Sole	2022-10-31
2022-06-30	$398,930	1,035	0.0%	Shares	Sole	2022-08-09
2022-03-31	$497,669	1,035	0.0%	Shares	Sole	2022-05-18
2021-12-31	$665,732	1,035	-13.2%	Shares	Sole	2022-02-10
2021-06-30	$584,282	1,192	-6.3%	Shares	Sole	2021-08-11
2021-03-31	$487,252	1,272	0.0%	Shares	Sole	2021-05-10
2020-12-31	$483,169	1,272	0.0%	Shares	Sole	2021-02-11
2020-09-30	$414,939	1,272	0.0%	Shares	Sole	2020-11-06
2020-06-30	$376,753	1,272	+13.4%	Shares	Sole	2020-08-11
2020-03-31	$258,060	1,122	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.