United Asset Strategies, Inc.

Position in INTU — Intuit Inc.

CIK 1539948 GARDEN CITY, NY

Position in INTU

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$726,885

-$146,954 QoQ

Shares Held

2,785

+37.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#927

of 1,740 holders

Holding Since

Sep 2021

15 quarters on record

Voting authority Sole 85% Shared 0% None 15%

Technology · as of Jun 30, 2026

United Asset Strategies, Inc. holds $24,079,276 across 9 Software - Application names. INTU ranks #8 (3.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NOW	ServiceNow, Inc.	144,686	$14,364,426
2	CDNS	Cadence Design Systems Inc	6,106	$2,291,703
3	PAYX	Paychex Inc	17,244	$1,695,602
4	DDOG	Datadog, Inc.	5,929	$1,543,674
5	ADBE	Adobe Inc.	6,576	$1,348,211
6	SNOW	Snowflake Inc.	3,644	$927,398
7	CRM	Salesforce, Inc.	5,322	$833,744
8	INTU	Intuit Inc. This page	2,785	$726,885

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$726,885	2,785	+37.8%	Shares	Sole	2026-07-13
2026-03-31	$873,839	2,021	-0.7%	Shares	Sole	2026-04-29
2025-12-31	$1,348,687	2,036	+1.0%	Shares	Sole	2026-01-28
2025-09-30	$1,376,746	2,016	-2.5%	Shares	Sole	2025-10-23
2025-06-30	$1,628,031	2,067	+0.2%	Shares	Sole	2025-08-08
2025-03-31	$1,266,047	2,062	+8.2%	Shares	Sole	2025-05-14
2024-12-31	$1,197,921	1,906	+6.3%	Shares	Sole	2025-01-22
2024-09-30	$1,113,453	1,793	+6.5%	Shares	Sole	2024-10-28
2024-06-30	$1,106,741	1,684	+5.4%	Shares	Sole	2024-08-01
2024-03-31	$1,038,700	1,598	+8.1%	Shares	Sole	2024-04-23
2023-12-31	$923,794	1,478	+4.6%	Shares	Sole	2024-01-30
2023-09-30	$721,958	1,413	+0.9%	Shares	Sole	2023-11-07
2023-06-30	$641,924	1,401	-41.6%	Shares	Sole	2023-07-25
2021-12-31	$1,541,798	2,397	+4.3%	Shares	Sole	2022-01-31
2021-09-30	$1,239,793	2,298	—	Shares	Sole	2021-10-21
No filing history on record for this holder in this stock.