Position in INTU
as of Mar 31, 2026
· filed May 19, 2026
Position Value
$1,254,334
+$941,010 QoQ
Shares Held
2,901
+513.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
12 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, 2026Western Wealth Management, LLC holds $17,160,986 across 50 Software - Application names. INTU ranks #5 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
45,949 | $3,305,111 | |
| 2 | CRM |
Salesforce, Inc.
|
14,663 | $2,737,141 | |
| 3 | NOW |
ServiceNow, Inc.
|
19,660 | $2,055,452 | |
| 4 | MSTR |
Strategy Inc
|
12,954 | $1,616,659 | |
| 5 | INTU |
Intuit Inc.
This page
|
2,901 | $1,254,334 | |
| 6 | PAYX |
Paychex Inc
|
12,749 | $1,174,437 | |
| 7 | SSNC |
SS&C Technologies Holdings Inc
|
13,741 | $928,479 | |
| 8 | ADBE |
Adobe Inc.
|
3,788 | $920,786 |
All Filings in INTU
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,254,334 | 2,901 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $313,324 | 473 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $364,673 | 534 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $408,779 | 519 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $276,295 | 450 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $463,204 | 737 | Shares | Sole | 2025-04-16 | |
| 2024-09-30 | $396,819 | 639 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $367,380 | 559 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $356,850 | 549 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $342,516 | 548 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $200,799 | 393 | Shares | Sole | 2023-11-08 | |
| 2022-09-30 | $248,659 | 642 | Shares | Sole | 2022-11-07 | |
| No filing history on record for this holder in this stock. | ||||||