Focus Partners Wealth

Position in INTU — Intuit Inc.

CIK 1542153 ST LOUIS, MO

Position in INTU

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$57,045,190

-$52,068,632 QoQ

Shares Held

131,933

-19.9% QoQ

Ownership

0.048%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 74.86882055863892.ToString("F0")% Shared 0.ToString("F0")% None 25.131179441361084.ToString("F0")%

Technology · as of Mar 31, 2026

Focus Partners Wealth holds $743,357,285 across 64 Software - Application names. INTU ranks #4 (7.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc.	947,077	$176,790,863
2	NOW	ServiceNow, Inc.	995,592	$104,089,143
3	UBER	Uber Technologies, Inc	1,137,864	$81,846,557
4	INTU	Intuit Inc. This page	131,933	$57,045,190
5	FICO	Fair Isaac Corp	52,278	$55,808,856
6	ADBE	Adobe Inc.	175,229	$42,594,665
7	ADP	Automatic Data Processing Inc	185,700	$37,730,526
8	ROP	Roper Technologies Inc	81,637	$28,888,068

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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	-6.4%	Shares	Sole	2025-05-20
2024-12-31	$91,911,211	146,239	+1.8%	Shares	Sole	2025-05-29
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.