Private Advisory Group LLC

Position in INTU — Intuit Inc.

CIK 1632965 REDMOND, WA

Position in INTU

as of Mar 31, 2026 · filed May 8, 2026 Compact

Position Value

$11,303,277

+$10,977,808 QoQ

Shares Held

26,142

+5066.4% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

1.22%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2021

2 quarters on record

Voting authority Sole 86% Shared 0% None 14%

Technology · as of Mar 31, 2026

Private Advisory Group LLC holds $13,094,222 across 6 Software - Application names. INTU ranks #1 (86.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	INTU	Intuit Inc. This page	26,142	$11,303,277
2	CRM	Salesforce, Inc.	3,401	$634,864
3	BILL	BILL Holdings, Inc.	9,569	$366,492
4	UBER	Uber Technologies, Inc	3,962	$284,986
5	MNTN	MNTN, Inc.	30,965	$272,492
6	SNOW	Snowflake Inc.	1,539	$232,111

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$11,303,277	26,142	+5066.4%	Shares	Other	2026-05-08
2021-12-31	$325,469	506	—	Shares	Sole	2022-01-27
No filing history on record for this holder in this stock.