Position in INTU
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$42,033,528
-$13,644,044 QoQ
Shares Held
161,048
+25.1% QoQ
Ownership
0.059%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#5
of 220 holders
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 2.189409368635438.ToString("F0")%
Shared 0.ToString("F0")%
None 97.81059063136456.ToString("F0")%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $435,306,642 across 101 Software - Application names. INTU ranks #2 (9.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
501,815 | $49,820,193 | |
| 2 | INTU |
Intuit Inc.
This page
|
161,048 | $42,033,528 | |
| 3 | ADP |
Automatic Data Processing Inc
|
175,697 | $39,347,343 | |
| 4 | CRM |
Salesforce, Inc.
|
163,367 | $25,593,074 | |
| 5 | SNOW |
Snowflake Inc.
|
97,262 | $24,753,179 | |
| 6 | ADSK |
Autodesk, Inc.
|
104,658 | $20,347,608 | |
| 7 | ADBE |
Adobe Inc.
|
98,678 | $20,230,963 | |
| 8 | SHOP |
Shopify Inc.
|
164,440 | $18,775,759 |
All Filings in INTU
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,033,528 | 161,048 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $55,677,572 | 128,770 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $28,364,161 | 42,819 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $33,390,884 | 48,895 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $30,976,700 | 39,329 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $19,976,164 | 32,535 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $19,279,866 | 30,676 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $18,199,647 | 29,307 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $18,091,676 | 27,528 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $17,724,200 | 27,268 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $15,001,970 | 24,002 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $11,853,808 | 23,200 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $592,897 | 1,294 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $614,799 | 1,379 | Shares | Sole | 2023-04-25 | |
| 2021-12-31 | $236,061 | 367 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $3,938,423 | 7,300 | Shares | Sole | 2021-11-03 | |
| 2020-09-30 | $3,122,155 | 9,571 | Shares | Sole | 2020-11-12 | |
| 2020-03-31 | $1,787,560 | 7,772 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||