Position in INTU
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$707,373
-$627,403 QoQ
Shares Held
1,636
-18.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026Pinnacle Wealth Planning Services, Inc. holds $8,727,647 across 81 Software - Application names. INTU ranks #3 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SAP |
Sap SE
|
6,723 | $1,151,044 | |
| 2 | UBER |
Uber Technologies, Inc
|
10,590 | $761,738 | |
| 3 | INTU |
Intuit Inc.
This page
|
1,636 | $707,373 | |
| 4 | NOW |
ServiceNow, Inc.
|
5,627 | $588,302 | |
| 5 | SHOP |
Shopify Inc.
|
3,484 | $413,272 | |
| 6 | CRM |
Salesforce, Inc.
|
1,991 | $371,659 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
1,226 | $340,668 | |
| 8 | ADSK |
Autodesk, Inc.
|
1,294 | $309,783 |
All Filings in INTU
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $707,373 | 1,636 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,334,776 | 2,015 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,337,820 | 1,959 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,470,505 | 1,867 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,126,057 | 1,834 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,101,132 | 1,752 | Shares | Sole | 2025-02-27 | |
| 2024-09-30 | $1,376,757 | 2,217 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,482,665 | 2,256 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,467,700 | 2,258 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,479,446 | 2,367 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,218,591 | 2,385 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,143,183 | 2,495 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $987,512 | 2,215 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $880,415 | 2,262 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $851,328 | 2,198 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $848,738 | 2,202 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $943,408 | 1,962 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $1,352,048 | 2,102 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $1,117,325 | 2,071 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $999,456 | 2,039 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $822,046 | 2,146 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $755,901 | 1,990 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $673,623 | 2,065 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $608,670 | 2,055 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $494,500 | 2,150 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||