CARY STREET PARTNERS INVESTMENT ADVISORY LLC
Position in INTU — Intuit Inc.
CIK 1766904
RICHMOND, VA
Position in INTU
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$187,920
-$546,685 QoQ
Shares Held
720
-57.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,404
of 1,739 holders
Holding Since
Sep 2020
17 quarters on record
Voting authority
Sole 73%
Shared 0%
None 27%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026CARY STREET PARTNERS INVESTMENT ADVISORY LLC holds $4,259,349 across 20 Software - Application names. INTU ranks #8 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
16,220 | $1,170,430 | |
| 2 | DOCU |
Docusign, Inc.
|
11,795 | $523,932 | |
| 3 | ADP |
Automatic Data Processing Inc
|
1,955 | $437,817 | |
| 4 | NOW |
ServiceNow, Inc.
|
3,013 | $299,126 | |
| 5 | CRM |
Salesforce, Inc.
|
1,897 | $297,177 | |
| 6 | PAYX |
Paychex Inc
|
2,898 | $284,954 | |
| 7 | IDCC |
InterDigital, Inc.
|
707 | $200,171 | |
| 8 | INTU |
Intuit Inc.
This page
|
720 | $187,920 |
All Filings in INTU
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $187,920 | 720 | Shares | Other | 2026-07-17 | |
| 2026-03-31 | $734,605 | 1,699 | Shares | Other | 2026-04-29 | |
| 2025-12-31 | $1,119,482 | 1,690 | Shares | Other | 2026-02-09 | |
| 2025-09-30 | $1,072,845 | 1,571 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $1,227,908 | 1,559 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $881,069 | 1,435 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $966,630 | 1,538 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $14,826,996 | 23,876 | Shares | Other | 2024-10-30 | |
| 2024-06-30 | $15,926,167 | 24,233 | Shares | Other | 2024-07-22 | |
| 2024-03-31 | $15,878,850 | 24,429 | Shares | Defined | 2024-04-30 | |
| 2023-09-30 | $13,843,407 | 27,094 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $12,412,825 | 27,091 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $11,708,833 | 26,263 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $10,691,094 | 27,468 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $10,826,368 | 27,952 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $9,310,303 | 24,155 | Shares | Sole | 2022-08-15 | |
| 2020-09-30 | $24,465 | 75 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||