Position in INTU
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,060,704
-$871,169 QoQ
Shares Held
4,064
-9.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#834
of 1,736 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026RWA WEALTH PARTNERS, LLC holds $22,173,329 across 16 Software - Application names. INTU ranks #8 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
27,844 | $6,235,663 | |
| 2 | NOW |
ServiceNow, Inc.
|
34,708 | $3,445,810 | |
| 3 | CRM |
Salesforce, Inc.
|
17,415 | $2,728,233 | |
| 4 | WDAY |
Workday, Inc.
|
20,540 | $2,514,506 | |
| 5 | UBER |
Uber Technologies, Inc
|
17,046 | $1,230,038 | |
| 6 | ROP |
Roper Technologies Inc
|
3,265 | $1,104,842 | |
| 7 | ADSK |
Autodesk, Inc.
|
5,595 | $1,087,779 | |
| 8 | INTU |
Intuit Inc.
This page
|
4,064 | $1,060,704 |
All Filings in INTU
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,060,704 | 4,064 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,931,873 | 4,468 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,381,653 | 5,105 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $3,119,531 | 4,568 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,847,282 | 3,615 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $2,220,187 | 3,616 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,385,157 | 3,795 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $2,087,802 | 3,362 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,893,422 | 2,881 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,860,950 | 2,863 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $1,930,092 | 3,088 | Shares | Sole | 2024-02-01 | |
| No filing history on record for this holder in this stock. | ||||||