Position in INTU
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$1,456,255
-$784,711 QoQ
Shares Held
3,368
-0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026GM Advisory Group, LLC holds $16,632,914 across 10 Software - Application names. INTU ranks #5 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
66,011 | $4,748,171 | |
| 2 | SHOP |
Shopify Inc.
|
29,355 | $3,482,090 | |
| 3 | MSTR |
Strategy Inc
|
20,000 | $2,496,000 | |
| 4 | NOW |
ServiceNow, Inc.
|
16,355 | $1,709,915 | |
| 5 | INTU |
Intuit Inc.
This page
|
3,368 | $1,456,255 | |
| 6 | ADP |
Automatic Data Processing Inc
|
4,992 | $1,014,274 | |
| 7 | ADBE |
Adobe Inc.
|
3,038 | $738,477 | |
| 8 | CRM |
Salesforce, Inc.
|
3,185 | $594,543 |
All Filings in INTU
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,456,255 | 3,368 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $2,240,966 | 3,383 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,207,165 | 3,232 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $2,543,257 | 3,229 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,984,415 | 3,232 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,030,683 | 3,231 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $2,035,017 | 3,277 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,150,391 | 3,272 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,123,550 | 3,267 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $2,034,472 | 3,255 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,659,022 | 3,247 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,487,284 | 3,246 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,448,055 | 3,248 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,263,408 | 3,246 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,256,078 | 3,243 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $629,808 | 1,634 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $812,619 | 1,690 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,087,041 | 1,690 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $881,559 | 1,634 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $800,937 | 1,634 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $625,920 | 1,634 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $597,883 | 1,574 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $560,754 | 1,719 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $509,150 | 1,719 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $345,000 | 1,500 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||