Position in INTU
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$256,302
-$171,321 QoQ
Shares Held
982
-0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,285
of 1,740 holders
Holding Since
Mar 2020
24 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, 2026Clearstead Trust, LLC holds $6,126,741 across 21 Software - Application names. INTU ranks #5 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
14,838 | $3,322,970 | |
| 2 | UBER |
Uber Technologies, Inc
|
16,767 | $1,209,906 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
1,986 | $745,385 | |
| 4 | CRM |
Salesforce, Inc.
|
1,953 | $305,956 | |
| 5 | INTU |
Intuit Inc.
This page
|
982 | $256,302 | |
| 6 | FICO |
Fair Isaac Corp
|
84 | $100,361 | |
| 7 | SAP |
Sap SE
|
268 | $41,301 | |
| 8 | ADSK |
Autodesk, Inc.
|
203 | $39,467 |
All Filings in INTU
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $256,302 | 982 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $427,623 | 989 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $693,553 | 1,047 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $749,152 | 1,097 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $678,937 | 862 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $519,435 | 846 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $443,092 | 705 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $437,184 | 704 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $572,429 | 871 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $565,500 | 870 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $543,151 | 869 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $442,984 | 867 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $396,792 | 866 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $385,642 | 865 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $335,896 | 863 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $333,482 | 861 | Shares | Sole | 2022-11-14 | |
| 2022-03-31 | $20,195 | 42 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $39,879 | 62 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $33,449 | 62 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $30,390 | 62 | Shares | Sole | 2021-08-12 | |
| 2020-12-31 | $23,550 | 62 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $20,877 | 64 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $27,545 | 93 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $21,390 | 93 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||