Connecticut Wealth Management, LLC

Position in INTU — Intuit Inc.

CIK 1689829 FARMINGTON, CT

Position in INTU

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$232,029

-$165,328 QoQ

Shares Held

889

-3.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,331

of 1,740 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Connecticut Wealth Management, LLC holds $3,841,990 across 6 Software - Application names. INTU ranks #6 (6.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADP	Automatic Data Processing Inc	7,816	$1,750,393
2	NOW	ServiceNow, Inc.	8,186	$812,706
3	FICO	Fair Isaac Corp	345	$412,199
4	CRM	Salesforce, Inc.	2,252	$352,798
5	CDNS	Cadence Design Systems Inc	751	$281,865
6	INTU	Intuit Inc. This page	889	$232,029

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$232,029	889	-3.3%	Shares	Sole	2026-07-29
2026-03-31	$397,357	919	-20.0%	Shares	Sole	2026-05-01
2025-12-31	$761,120	1,149	-0.2%	Shares	Sole	2026-02-12
2025-09-30	$786,029	1,151	-0.3%	Shares	Sole	2025-11-13
2025-06-30	$908,925	1,154	0.0%	Shares	Sole	2025-08-14
2025-03-31	$708,544	1,154	-3.4%	Shares	Sole	2025-05-15
2024-12-31	$751,057	1,195	+2.2%	Shares	Sole	2025-02-18
2024-09-30	$725,949	1,169	-5.9%	Shares	Sole	2024-11-13
2024-06-30	$816,254	1,242	-34.5%	Shares	Sole	2024-08-13
2024-03-31	$1,232,400	1,896	-2.3%	Shares	Sole	2024-05-01
2023-12-31	$1,213,183	1,941	+116.9%	Shares	Sole	2024-02-06
2023-09-30	$457,291	895	+92.5%	Shares	Sole	2023-10-19
2023-06-30	$213,058	465	—	Shares	Sole	2023-07-25
No filing history on record for this holder in this stock.