Focus Partners Wealth

Position in INTU — Intuit Inc.

CIK 1542153 ST LOUIS, MO

Position in INTU

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$30,897,180

-$26,148,010 QoQ

Shares Held

118,380

-10.3% QoQ

Ownership

0.043%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#191

of 1,744 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 76% Shared 0% None 24%

Technology · as of Jun 30, 2026

Focus Partners Wealth holds $721,540,045 across 66 Software - Application names. INTU ranks #6 (4.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc.	997,437	$156,258,480
2	NOW	ServiceNow, Inc.	984,634	$97,754,463
3	UBER	Uber Technologies, Inc	1,250,165	$90,211,906
4	FICO	Fair Isaac Corp	58,900	$70,372,542
5	ADP	Automatic Data Processing Inc	193,798	$43,401,062
6	INTU	Intuit Inc. This page	118,380	$30,897,180
7	ADBE	Adobe Inc.	149,964	$30,745,619
8	ROP	Roper Technologies Inc	68,647	$23,229,458

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$30,897,180	118,380	-10.3%	Shares	Sole	2026-08-12
2026-03-31	$57,045,190	131,933	-19.9%	Shares	Sole	2026-05-15
2025-12-31	$109,113,822	164,720	+10.9%	Shares	Sole	2026-02-13
2025-09-30	$101,461,987	148,573	+8.2%	Shares	Sole	2025-11-14
2025-06-30	$108,114,031	137,265	+0.3%	Shares	Sole	2025-08-14
2025-03-31	$84,059,528	136,907	-6.3%	Shares	Sole	2025-05-20
2024-12-31	$91,833,906	146,116	+1.7%	Shares	Sole	2025-05-20
2024-09-30	$89,247,015	143,715	-48.8%	Shares	Sole	2024-11-14
2024-06-30	$184,630,004	280,930	+227.4%	Shares	Sole	2024-08-15
2024-03-31	$55,775,850	85,809	+1.9%	Shares	Sole	2024-05-16
2023-12-31	$52,613,775	84,178	—	Shares	Sole	2024-02-15
No filing history on record for this holder in this stock.