Legacy Trust

Position in INTU — Intuit Inc.

CIK 1772483 GRAND RAPIDS, MI

Position in INTU

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$410,292

-$290,595 QoQ

Shares Held

1,572

-3.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#1,104

of 1,740 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 96% Shared 0% None 4%

Technology · as of Jun 30, 2026

Legacy Trust holds $12,311,427 across 6 Software - Application names. INTU ranks #6 (3.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc	49,018	$3,537,138
2	CRM	Salesforce, Inc.	20,528	$3,215,916
3	SNOW	Snowflake Inc.	11,169	$2,842,510
4	ROP	Roper Technologies Inc	4,299	$1,454,738
5	ADBE	Adobe Inc.	4,150	$850,833
6	INTU	Intuit Inc. This page	1,572	$410,292

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$410,292	1,572	-3.0%	Shares	Sole	2026-07-31
2026-03-31	$700,887	1,621	-16.4%	Shares	Sole	2026-04-14
2025-12-31	$1,283,769	1,938	0.0%	Shares	Sole	2026-01-22
2025-09-30	$1,323,479	1,938	+13.1%	Shares	Sole	2025-10-24
2025-06-30	$1,349,210	1,713	0.0%	Shares	Sole	2025-07-22
2025-03-31	$1,051,764	1,713	+2.1%	Shares	Sole	2025-04-16
2024-12-31	$1,053,994	1,677	-65.2%	Shares	Sole	2025-01-23
2024-09-30	$2,990,736	4,816	-0.9%	Shares	Sole	2024-10-29
2024-06-30	$3,194,697	4,861	0.0%	Shares	Sole	2024-07-16
2024-03-31	$3,159,650	4,861	-25.9%	Shares	Sole	2024-04-23
2023-12-31	$4,102,071	6,563	-0.3%	Shares	Sole	2024-01-24
2023-09-30	$3,363,007	6,582	-0.2%	Shares	Sole	2023-10-16
2023-06-30	$3,020,846	6,593	+0.1%	Shares	Sole	2023-08-08
2023-03-31	$2,936,682	6,587	+4.1%	Shares	Sole	2023-04-19
2022-12-31	$2,462,205	6,326	—	Shares	Sole	2023-04-03
No filing history on record for this holder in this stock.