Position in INTU
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$417,339
+$45,060 QoQ
Shares Held
1,599
+85.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,098
of 1,740 holders
Holding Since
Sep 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, 2026MONECO ADVISORS, LLC holds $3,895,798 across 7 Software - Application names. INTU ranks #6 (10.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
7,331 | $837,053 | |
| 2 | SAP |
Sap SE
|
4,945 | $762,073 | |
| 3 | CRM |
Salesforce, Inc.
|
4,164 | $652,332 | |
| 4 | UBER |
Uber Technologies, Inc
|
7,354 | $530,664 | |
| 5 | ADP |
Automatic Data Processing Inc
|
2,160 | $483,732 | |
| 6 | INTU |
Intuit Inc.
This page
|
1,599 | $417,339 | |
| 7 | ADBE |
Adobe Inc.
|
1,037 | $212,605 |
All Filings in INTU
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $417,339 | 1,599 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $372,279 | 861 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $625,324 | 944 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $665,837 | 975 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $848,277 | 1,077 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $650,215 | 1,059 | Shares | Sole | 2025-08-15 | |
| 2024-12-31 | $773,683 | 1,231 | Shares | Sole | 2025-08-15 | |
| 2024-09-30 | $693,036 | 1,116 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $728,845 | 1,109 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $535,600 | 824 | Shares | Sole | 2024-07-19 | |
| 2023-12-31 | $608,779 | 974 | Shares | Sole | 2024-03-13 | |
| 2023-09-30 | $498,166 | 975 | Shares | Sole | 2024-03-13 | |
| 2023-06-30 | $443,986 | 969 | Shares | Sole | 2024-03-13 | |
| 2023-03-31 | $426,659 | 957 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $334,729 | 860 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $332,707 | 859 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $331,863 | 861 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $415,926 | 865 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $564,103 | 877 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $506,060 | 938 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $355,373 | 725 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $277,718 | 725 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $313,756 | 826 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $231,609 | 710 | Shares | Sole | 2020-10-20 | |
| No filing history on record for this holder in this stock. | ||||||