Position in INTU
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$627,705
-$714,834 QoQ
Shares Held
2,405
-22.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#965
of 1,740 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026PERSONAL CFO SOLUTIONS, LLC holds $8,342,433 across 14 Software - Application names. INTU ranks #4 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
18,404 | $1,827,149 | |
| 2 | SHOP |
Shopify Inc.
|
9,476 | $1,081,969 | |
| 3 | UBER |
Uber Technologies, Inc
|
12,068 | $870,826 | |
| 4 | INTU |
Intuit Inc.
This page
|
2,405 | $627,705 | |
| 5 | CRM |
Salesforce, Inc.
|
3,886 | $608,780 | |
| 6 | ADBE |
Adobe Inc.
|
2,750 | $563,805 | |
| 7 | YOU |
Clear Secure, Inc.
|
7,904 | $440,489 | |
| 8 | ADSK |
Autodesk, Inc.
|
2,202 | $428,112 |
All Filings in INTU
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $627,705 | 2,405 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,342,539 | 3,105 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,777,272 | 2,683 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $1,834,979 | 2,687 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $1,575,260 | 2,000 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $1,914,420 | 3,118 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $1,852,818 | 2,948 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $1,173,069 | 1,889 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,480,036 | 2,252 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $1,484,600 | 2,284 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $1,413,192 | 2,261 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $1,090,856 | 2,135 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $958,533 | 2,092 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $938,917 | 2,106 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $820,475 | 2,108 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $841,259 | 2,172 | Shares | Defined | 2022-11-01 | |
| 2022-06-30 | $813,278 | 2,110 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $1,186,232 | 2,467 | Shares | Defined | 2022-05-02 | |
| 2021-12-31 | $363,419 | 565 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $357,155 | 662 | Shares | Defined | 2021-11-18 | |
| 2021-06-30 | $367,137 | 749 | Shares | Defined | 2021-07-22 | |
| 2021-03-31 | $260,097 | 679 | Shares | Defined | 2021-04-21 | |
| 2020-12-31 | $259,437 | 683 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $264,230 | 810 | Shares | Defined | 2020-11-02 | |
| 2020-06-30 | $239,025 | 807 | Shares | Defined | 2020-08-03 | |
| No filing history on record for this holder in this stock. | ||||||