Position in INTU
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,795,680
-$2,014,019 QoQ
Shares Held
6,880
-21.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#699
of 1,746 holders
Holding Since
Mar 2020
26 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, 2026CreativeOne Wealth, LLC holds $33,991,772 across 18 Software - Application names. INTU ranks #7 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PAYX |
Paychex Inc
|
66,064 | $6,496,072 | |
| 2 | NOW |
ServiceNow, Inc.
|
41,975 | $4,167,277 | |
| 3 | SNOW |
Snowflake Inc.
|
14,918 | $3,796,631 | |
| 4 | SHOP |
Shopify Inc.
|
24,795 | $2,831,092 | |
| 5 | DDOG |
Datadog, Inc.
|
10,666 | $2,776,999 | |
| 6 | UBER |
Uber Technologies, Inc
|
36,342 | $2,622,437 | |
| 7 | INTU |
Intuit Inc.
This page
|
6,880 | $1,795,680 | |
| 8 | ZM |
Zoom Communications, Inc.
|
18,305 | $1,579,904 |
All Filings in INTU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,795,680 | 6,880 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $3,809,699 | 8,811 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $5,869,703 | 8,861 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $5,832,050 | 8,540 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $7,885,750 | 10,012 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $5,950,790 | 9,692 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $6,389,331 | 10,166 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $5,787,099 | 9,319 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $4,844,951 | 7,372 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $4,858,750 | 7,475 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $3,445,789 | 5,513 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $2,618,055 | 5,124 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $2,014 | 5,001 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $3,552,818 | 7,969 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $2,407,325 | 6,185 | Shares | Other | 2023-02-15 | |
| 2022-09-30 | $2,057,443 | 5,312 | Shares | Other | 2022-11-15 | |
| 2022-06-30 | $1,635,035 | 4,242 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $1,848,348 | 3,844 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $2,281,500 | 3,547 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $1,957,880 | 3,629 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $1,653,833 | 3,374 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,199,360 | 3,131 | Shares | Other | 2021-05-17 | |
| 2020-12-31 | $1,255,783 | 3,306 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $643,285 | 1,972 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $518,035 | 1,749 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $293,480 | 1,276 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||