Position in INTU
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$5,391,999
-$4,437,295 QoQ
Shares Held
20,659
-9.1% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#462
of 1,740 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026BEACON INVESTMENT ADVISORY SERVICES, INC. holds $32,583,931 across 20 Software - Application names. INTU ranks #3 (16.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
144,529 | $10,429,212 | |
| 2 | ADBE |
Adobe Inc.
|
27,548 | $5,647,890 | |
| 3 | INTU |
Intuit Inc.
This page
|
20,659 | $5,391,999 | |
| 4 | NOW |
ServiceNow, Inc.
|
49,327 | $4,897,184 | |
| 5 | CRM |
Salesforce, Inc.
|
17,694 | $2,771,942 | |
| 6 | ADP |
Automatic Data Processing Inc
|
7,918 | $1,773,236 | |
| 7 | ROP |
Roper Technologies Inc
|
2,859 | $967,457 | |
| 8 | PAYX |
Paychex Inc
|
4,154 | $408,462 |
All Filings in INTU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,391,999 | 20,659 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $9,829,294 | 22,733 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $27,187,041 | 41,042 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $28,755,291 | 42,107 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $33,514,444 | 42,551 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $26,518,842 | 43,191 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $27,222,220 | 43,313 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $25,902,531 | 41,711 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $27,423,401 | 41,727 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $26,734,500 | 41,130 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $26,127,504 | 41,802 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $21,414,517 | 41,912 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $18,931,494 | 41,318 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $18,398,958 | 41,269 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $16,537,957 | 42,490 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $17,713,692 | 45,734 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $17,724,843 | 45,986 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $24,503,125 | 50,959 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $33,013,909 | 51,326 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $27,630,465 | 51,214 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $25,095,233 | 51,197 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $19,882,729 | 51,905 | Shares | Sole | 2021-05-21 | |
| 2020-12-31 | $19,508,336 | 51,358 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $16,588,430 | 50,852 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $15,213,503 | 51,364 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $11,711,140 | 50,918 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||