Position in INTU
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$886,373
-$61,546 QoQ
Shares Held
2,050
+43.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026EverSource Wealth Advisors, LLC holds $26,401,758 across 139 Software - Application names. INTU ranks #8 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSTR |
Strategy Inc
|
55,861 | $6,971,447 | |
| 2 | CRM |
Salesforce, Inc.
|
11,249 | $2,099,841 | |
| 3 | SNOW |
Snowflake Inc.
|
10,629 | $1,603,059 | |
| 4 | ADBE |
Adobe Inc.
|
5,655 | $1,374,611 | |
| 5 | NOW |
ServiceNow, Inc.
|
12,076 | $1,262,539 | |
| 6 | UBER |
Uber Technologies, Inc
|
13,013 | $936,015 | |
| 7 | ADP |
Automatic Data Processing Inc
|
4,552 | $924,868 | |
| 8 | INTU |
Intuit Inc.
This page
|
2,050 | $886,373 |
All Filings in INTU
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $886,373 | 2,050 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $947,919 | 1,431 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $984,070 | 1,441 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,012,102 | 1,285 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $522,502 | 851 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $377,727 | 601 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $341,550 | 550 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $345,032 | 525 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $297,050 | 457 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $280,634 | 449 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $221,235 | 433 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $184,190 | 402 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $279,086 | 626 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $213,290 | 548 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $262,988 | 679 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $184,238 | 478 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $87,512 | 182 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $54,030 | 84 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||