Position in INTU
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$204,102
-$552,995 QoQ
Shares Held
782
-55.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,390
of 1,740 holders
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Legacy Capital Wealth Partners, LLC holds $3,008,777 across 7 Software - Application names. INTU ranks #7 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDNS |
Cadence Design Systems Inc
|
1,904 | $714,609 | |
| 2 | NOW |
ServiceNow, Inc.
|
5,355 | $531,644 | |
| 3 | PAYX |
Paychex Inc
|
4,580 | $450,351 | |
| 4 | ADBE |
Adobe Inc.
|
2,085 | $427,466 | |
| 5 | ADP |
Automatic Data Processing Inc
|
1,859 | $416,323 | |
| 6 | ROP |
Roper Technologies Inc
|
781 | $264,282 | |
| 7 | INTU |
Intuit Inc.
This page
|
782 | $204,102 |
All Filings in INTU
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $204,102 | 782 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $757,097 | 1,751 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $939,311 | 1,418 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $921,928 | 1,350 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $971,935 | 1,234 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $768,715 | 1,252 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $721,518 | 1,148 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $567,594 | 914 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $701,900 | 1,068 | Shares | Sole | 2024-08-02 | |
| 2023-12-31 | $543,151 | 869 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $400,576 | 784 | Shares | Sole | 2023-10-16 | |
| No filing history on record for this holder in this stock. | ||||||