Position in INTU
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,211,040
+$98,094 QoQ
Shares Held
4,640
+80.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.97%
of 13F equity value
Holder Rank
#792
of 1,740 holders
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Darwin Wealth Management, LLC holds $9,430,467 across 18 Software - Application names. INTU ranks #4 (12.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WDAY |
Workday, Inc.
|
27,655 | $3,385,525 | |
| 2 | UBER |
Uber Technologies, Inc
|
34,944 | $2,521,559 | |
| 3 | ADSK |
Autodesk, Inc.
|
9,668 | $1,879,652 | |
| 4 | INTU |
Intuit Inc.
This page
|
4,640 | $1,211,040 | |
| 5 | NOW |
ServiceNow, Inc.
|
2,453 | $243,533 | |
| 6 | ADP |
Automatic Data Processing Inc
|
273 | $61,138 | |
| 7 | PAYX |
Paychex Inc
|
580 | $57,031 | |
| 8 | SHOP |
Shopify Inc.
|
261 | $29,800 |
All Filings in INTU
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,211,040 | 4,640 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,112,946 | 2,574 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,208,916 | 1,825 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $2,007,072 | 2,939 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $2,304,605 | 2,926 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,100,459 | 3,421 | Shares | Sole | 2025-08-18 | |
| 2024-12-31 | $2,150,098 | 3,421 | Shares | Sole | 2025-09-02 | |
| 2024-09-30 | $2,572,803 | 4,143 | Shares | Sole | 2024-11-08 | |
| 2024-03-31 | $2,891,200 | 4,448 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $295,639 | 473 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $284,082 | 556 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $2,138,372 | 4,667 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $1,631,291 | 3,659 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $1,440,892 | 3,702 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $1,534,561 | 3,962 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $1,712,124 | 4,442 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $2,394,583 | 4,980 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $2,937,585 | 4,567 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $298,349 | 553 | Shares | Sole | 2021-10-27 | |
| 2020-03-31 | $2,432,250 | 10,575 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||