SVB WEALTH LLC

Position in INTU — Intuit Inc.

CIK 1626116 BOSTON, MA

Position in INTU

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$247,689

-$294,081 QoQ

Shares Held

949

-24.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,303

of 1,740 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 95% Shared 0% None 5%

Technology · as of Jun 30, 2026

SVB WEALTH LLC holds $3,555,397 across 5 Software - Application names. INTU ranks #5 (7.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADP	Automatic Data Processing Inc	9,606	$2,151,262
2	TYL	Tyler Technologies Inc	1,832	$535,785
3	PAYX	Paychex Inc	3,728	$366,571
4	CDNS	Cadence Design Systems Inc	677	$254,090
5	INTU	Intuit Inc. This page	949	$247,689

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$247,689	949	-24.3%	Shares	Sole	2026-07-17
2026-03-31	$541,770	1,253	-50.0%	Shares	Sole	2026-04-17
2025-12-31	$1,659,360	2,505	-4.9%	Shares	Sole	2026-02-04
2025-09-30	$1,798,100	2,633	-16.2%	Shares	Sole	2025-11-06
2025-06-30	$2,475,519	3,143	-74.2%	Shares	Sole	2025-08-14
2024-12-31	$7,645,074	12,164	-19.9%	Shares	Sole	2025-02-05
2024-06-30	$9,984,333	15,192	-2.9%	Shares	Sole	2024-08-06
2024-03-31	$10,172,500	15,650	-8.3%	Shares	Sole	2024-05-15
2023-12-31	$10,672,387	17,075	-20.5%	Shares	Sole	2024-01-30
2023-09-30	$10,974,479	21,479	-3.1%	Shares	Sole	2023-10-23
2023-06-30	$10,157,155	22,168	-3.5%	Shares	Sole	2023-07-24
2023-03-31	$10,246,064	22,982	+274.5%	Shares	Sole	2023-05-12
2022-12-31	$2,388,252	6,136	-6.5%	Shares	Sole	2023-02-10
2022-09-30	$2,541,205	6,561	+35.6%	Shares	Sole	2022-11-09
2022-06-30	$1,865,144	4,839	+6.5%	Shares	Sole	2022-08-16
2022-03-31	$2,184,936	4,544	-4.1%	Shares	Sole	2022-05-13
2021-12-31	$3,047,575	4,738	+4.9%	Shares	Sole	2022-02-15
2021-09-30	$2,435,886	4,515	+11.5%	Shares	Sole	2021-11-09
2021-06-30	$1,985,677	4,051	+5.7%	Shares	Sole	2021-08-13
2021-03-31	$1,468,268	3,833	+1.3%	Shares	Sole	2021-05-11
2020-12-31	$1,437,731	3,785	-0.8%	Shares	Sole	2021-02-10
2020-09-30	$1,244,490	3,815	+4.3%	Shares	Sole	2020-11-10
2020-06-30	$1,083,166	3,657	-6.0%	Shares	Sole	2020-08-05
2020-03-31	$895,160	3,892	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.