Moss Adams Wealth Advisors LLC

Position in INTU — Intuit Inc.

CIK 1661245 SEATTLE, WA

Position in INTU

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$647,280

-$514,956 QoQ

Shares Held

2,480

-7.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#955

of 1,736 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 78% Shared 0% None 22%

Technology · as of Jun 30, 2026

Moss Adams Wealth Advisors LLC holds $5,786,221 across 13 Software - Application names. INTU ranks #3 (11.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADSK	Autodesk, Inc.	3,916	$761,348
2	ZM	Zoom Communications, Inc.	7,846	$677,187
3	INTU	Intuit Inc. This page	2,480	$647,280
4	CRM	Salesforce, Inc.	3,459	$541,886
5	CDNS	Cadence Design Systems Inc	1,433	$537,833
6	DDOG	Datadog, Inc.	1,856	$483,227
7	UBER	Uber Technologies, Inc	6,423	$463,483
8	ADP	Automatic Data Processing Inc	1,748	$391,463

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$647,280	2,480	-7.7%	Shares	Other	2026-07-27
2026-03-31	$1,162,236	2,688	-2.5%	Shares	Other	2026-04-23
2025-12-31	$1,825,628	2,756	+1.7%	Shares	Other	2026-01-26
2025-09-30	$1,850,002	2,709	+0.5%	Shares	Other	2025-10-21
2025-06-30	$2,122,662	2,695	+2.0%	Shares	Other	2025-07-17
2025-03-31	$1,622,161	2,642	+7.6%	Shares	Other	2025-04-14
2024-12-31	$1,543,596	2,456	+1.9%	Shares	Other	2025-01-15
2024-09-30	$1,497,231	2,411	+3.5%	Shares	Other	2024-10-18
2024-06-30	$1,531,298	2,330	+3.3%	Shares	Other	2024-07-23
2024-03-31	$1,465,750	2,255	+8.4%	Shares	Other	2024-05-07
2023-12-31	$1,300,061	2,080	+0.7%	Shares	Sole	2024-02-06
2023-09-30	$1,055,601	2,066	-0.0%	Shares	Sole	2023-12-20
2023-06-30	$947,078	2,067	+2.6%	Shares	Sole	2023-12-20
2023-03-31	$898,347	2,015	+0.9%	Shares	Sole	2023-12-20
2022-12-31	$777,660	1,998	—	Shares	Other	2023-12-20
No filing history on record for this holder in this stock.