Heritage Trust Co

Bank

Position in INTU — Intuit Inc.

CIK 1706028 OKLAHOMA CITY, OK

Position in INTU

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$329,643

-$221,209 QoQ

Shares Held

1,263

-0.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,188

of 1,740 holders

Holding Since

Jun 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Heritage Trust Co holds $10,939,503 across 6 Software - Application names. INTU ranks #5 (3.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADP	Automatic Data Processing Inc	33,209	$7,437,155
2	NOW	ServiceNow, Inc.	18,231	$1,809,972
3	CRM	Salesforce, Inc.	4,325	$677,554
4	PAYX	Paychex Inc	4,043	$397,548
5	INTU	Intuit Inc. This page	1,263	$329,643
6	ROP	Roper Technologies Inc	850	$287,631

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$329,643	1,263	-0.9%	Shares	Sole	2026-08-06
2026-03-31	$550,852	1,274	+0.8%	Shares	Sole	2026-05-13
2025-12-31	$837,298	1,264	+0.4%	Shares	Sole	2026-02-10
2025-09-30	$859,783	1,259	0.0%	Shares	Sole	2025-11-12
2025-06-30	$991,626	1,259	+96.7%	Shares	Sole	2025-08-12
2025-03-31	$392,953	640	+0.6%	Shares	Sole	2025-05-09
2024-12-31	$399,726	636	-66.7%	Shares	Sole	2025-02-13
2024-06-30	$1,253,955	1,908	-3.0%	Shares	Other	2024-08-12
2024-03-31	$1,278,550	1,967	+47.1%	Shares	Other	2024-05-10
2023-12-31	$835,664	1,337	+101.7%	Shares	Other	2024-02-09
2023-09-30	$338,753	663	0.0%	Shares	Sole	2023-11-08
2023-06-30	$303,779	663	—	Shares	Sole	2023-08-11
No filing history on record for this holder in this stock.