Position in INTU
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$4,088,565
-$5,508,108 QoQ
Shares Held
15,665
-29.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#525
of 1,740 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Florida Trust Wealth Management Co holds $59,763,472 across 13 Software - Application names. INTU ranks #5 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
93,543 | $14,654,445 | |
| 2 | PAYX |
Paychex Inc
|
110,702 | $10,885,327 | |
| 3 | UBER |
Uber Technologies, Inc
|
137,089 | $9,892,342 | |
| 4 | SAP |
Sap SE
|
33,960 | $5,233,574 | |
| 5 | INTU |
Intuit Inc.
This page
|
15,665 | $4,088,565 | |
| 6 | ADBE |
Adobe Inc.
|
15,388 | $3,154,847 | |
| 7 | ADP |
Automatic Data Processing Inc
|
13,937 | $3,121,190 | |
| 8 | NOW |
ServiceNow, Inc.
|
27,816 | $2,761,572 |
All Filings in INTU
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,088,565 | 15,665 | Shares | Defined | 2026-07-27 | |
| 2026-03-31 | $9,596,673 | 22,195 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $18,804,778 | 28,388 | Shares | Defined | 2026-01-20 | |
| 2025-09-30 | $19,845,363 | 29,060 | Shares | Defined | 2025-10-29 | |
| 2025-06-30 | $23,162,622 | 29,408 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $18,513,026 | 30,152 | Shares | Defined | 2025-04-15 | |
| 2024-12-31 | $19,913,393 | 31,684 | Shares | Defined | 2025-01-15 | |
| 2024-09-30 | $19,665,207 | 31,667 | Shares | Defined | 2024-10-08 | |
| 2024-06-30 | $21,842,374 | 33,235 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $23,214,100 | 35,714 | Shares | Defined | 2024-05-21 | |
| 2023-12-31 | $22,507,329 | 36,010 | Shares | Defined | 2024-02-16 | |
| No filing history on record for this holder in this stock. | ||||||