Position in INTU
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,160,145
-$1,620,490 QoQ
Shares Held
4,445
-30.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#810
of 1,740 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026TD PRIVATE CLIENT WEALTH LLC holds $29,726,190 across 56 Software - Application names. INTU ranks #7 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PAYX |
Paychex Inc
|
72,725 | $7,151,049 | |
| 2 | UBER |
Uber Technologies, Inc
|
53,028 | $3,826,500 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
9,592 | $3,600,069 | |
| 4 | ADP |
Automatic Data Processing Inc
|
15,133 | $3,389,035 | |
| 5 | SNOW |
Snowflake Inc.
|
12,201 | $3,105,154 | |
| 6 | SHOP |
Shopify Inc.
|
16,441 | $1,877,233 | |
| 7 | INTU |
Intuit Inc.
This page
|
4,445 | $1,160,145 | |
| 8 | TTAN |
ServiceTitan, Inc.
|
15,852 | $1,120,894 |
All Filings in INTU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,160,145 | 4,445 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $2,780,635 | 6,431 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $3,407,488 | 5,144 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $4,221,749 | 6,182 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $4,802,180 | 6,097 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $3,755,162 | 6,116 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $5,138,616 | 8,176 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $5,162,994 | 8,314 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 | $5,899,774 | 8,977 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $6,022,250 | 9,265 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 | $5,995,912 | 9,593 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $5,491,583 | 10,748 | Shares | Defined | 2024-08-16 | |
| 2023-06-30 | $5,032,300 | 10,983 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $7,679,421 | 17,225 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $7,069,402 | 18,163 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $7,181,300 | 18,541 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $7,200,019 | 18,680 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $9,227,319 | 19,190 | Shares | Defined | 2024-08-16 | |
| 2021-12-31 | $11,620,412 | 18,066 | Shares | Defined | 2024-08-16 | |
| 2021-09-30 | $10,627,267 | 19,698 | Shares | Defined | 2024-08-16 | |
| 2021-06-30 | $10,076,914 | 20,558 | Shares | Defined | 2024-08-16 | |
| 2021-03-31 | $7,762,710 | 20,265 | Shares | Defined | 2024-08-16 | |
| 2020-12-31 | $7,522,169 | 19,803 | Shares | Defined | 2024-08-16 | |
| 2020-09-30 | $6,679,149 | 20,475 | Shares | Defined | 2024-08-16 | |
| 2020-06-30 | $6,158,382 | 20,792 | Shares | Defined | 2024-08-16 | |
| 2020-03-31 | $4,101,130 | 17,831 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||