Colonial Trust Advisors

Position in INTU — Intuit Inc.

CIK 1567993 SPARTANBURG, SC

Position in INTU

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$19,836

-$3,512 QoQ

Shares Held

+40.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,560

of 1,748 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Colonial Trust Advisors holds $7,312,335 across 18 Software - Application names. INTU ranks #8 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc	59,092	$4,264,078
2	NOW	ServiceNow, Inc.	20,302	$2,015,582
3	ADP	Automatic Data Processing Inc	3,280	$734,556
4	SNOW	Snowflake Inc.	445	$113,252
5	SHOP	Shopify Inc.	593	$67,708
6	ROP	Roper Technologies Inc	106	$35,869
7	ADBE	Adobe Inc.	100	$20,502
8	INTU	Intuit Inc. This page	76	$19,836

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$19,836	76	+40.7%	Shares	Sole	2026-08-11
2026-03-31	$23,348	54	0.0%	Shares	Sole	2026-05-12
2025-12-31	$35,770	54	0.0%	Shares	Sole	2026-02-12
2025-09-30	$36,877	54	0.0%	Shares	Sole	2025-11-10
2025-06-30	$42,532	54	0.0%	Shares	Sole	2025-08-13
2025-03-31	$33,155	54	0.0%	Shares	Sole	2025-05-14
2024-12-31	$33,939	54	+12.5%	Shares	Sole	2025-02-13
2024-09-30	$29,808	48	+14.3%	Shares	Sole	2024-11-12
2024-06-30	$27,602	42	-4.5%	Shares	Sole	2024-08-14
2024-03-31	$28,600	44	+7.3%	Shares	Sole	2024-05-14
2023-12-31	$25,626	41	+583.3%	Shares	Sole	2024-02-14
2023-09-30	$3,065	6	-33.3%	Shares	Sole	2023-11-13
2023-06-30	$4,123	9	0.0%	Shares	Sole	2023-08-14
2023-03-31	$4,012	9	-35.7%	Shares	Sole	2023-05-11
2022-12-31	$5,449	14	+7.7%	Shares	Sole	2023-02-14
2022-09-30	$5,035	13	—	Shares	Sole	2022-11-14
No filing history on record for this holder in this stock.