Position in INTU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$165,213
-$151,721 QoQ
Shares Held
633
-13.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,414
of 1,740 holders
Holding Since
Mar 2020
26 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, 2026Prestige Wealth Management Group LLC holds $1,328,398 across 28 Software - Application names. INTU ranks #2 (12.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
4,048 | $906,548 | |
| 2 | INTU |
Intuit Inc.
This page
|
633 | $165,213 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
111 | $41,659 | |
| 4 | NOW |
ServiceNow, Inc.
|
400 | $39,711 | |
| 5 | UBER |
Uber Technologies, Inc
|
527 | $38,027 | |
| 6 | FROG |
JFrog Ltd
|
300 | $27,264 | |
| 7 | CRM |
Salesforce, Inc.
|
130 | $20,365 | |
| 8 | PAYX |
Paychex Inc
|
169 | $16,617 |
All Filings in INTU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $165,213 | 633 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $316,934 | 733 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $500,126 | 755 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $495,109 | 725 | Shares | Other | 2026-02-20 | |
| 2025-06-30 | $552,127 | 701 | Shares | Other | 2026-02-20 | |
| 2025-03-31 | $429,792 | 700 | Shares | Other | 2026-02-20 | |
| 2024-12-31 | $437,435 | 696 | Shares | Other | 2026-02-20 | |
| 2024-09-30 | $431,595 | 695 | Shares | Other | 2026-02-20 | |
| 2024-06-30 | $460,703 | 701 | Shares | Other | 2026-02-20 | |
| 2024-03-31 | $469,300 | 722 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $450,646 | 721 | Shares | Sole | 2024-04-26 | |
| 2023-09-30 | $339,264 | 664 | Shares | Sole | 2024-04-26 | |
| 2023-06-30 | $301,030 | 657 | Shares | Sole | 2024-04-26 | |
| 2023-03-31 | $301,826 | 677 | Shares | Other | 2024-04-26 | |
| 2022-12-31 | $393,890 | 1,012 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $227,356 | 587 | Shares | Other | 2022-11-01 | |
| 2022-06-30 | $204,282 | 530 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $50,968 | 106 | Shares | Other | 2022-05-05 | |
| 2021-12-31 | $67,537 | 105 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $56,648 | 105 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $49,997 | 102 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $39,072 | 102 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $38,744 | 102 | Shares | Other | 2021-02-17 | |
| 2020-09-30 | $33,273 | 102 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $30,211 | 102 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $63,020 | 274 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||