Position in INTU
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$340,083
-$3,531,447 QoQ
Shares Held
1,303
-85.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,170
of 1,740 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 13%
Shared 0%
None 87%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Cornerstone Wealth Group, LLC holds $17,804,961 across 15 Software - Application names. INTU ranks #7 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
31,756 | $7,111,756 | |
| 2 | UBER |
Uber Technologies, Inc
|
52,588 | $3,794,750 | |
| 3 | NOW |
ServiceNow, Inc.
|
30,887 | $3,066,461 | |
| 4 | CRM |
Salesforce, Inc.
|
4,515 | $707,319 | |
| 5 | CDNS |
Cadence Design Systems Inc
|
1,376 | $516,440 | |
| 6 | DDOG |
Datadog, Inc.
|
1,461 | $380,385 | |
| 7 | INTU |
Intuit Inc.
This page
|
1,303 | $340,083 | |
| 8 | PAYX |
Paychex Inc
|
2,843 | $279,552 |
All Filings in INTU
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $340,083 | 1,303 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $3,871,530 | 8,954 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $5,062,876 | 7,643 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $651,496 | 954 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $814,409 | 1,034 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $519,435 | 846 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $418,581 | 666 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $426,006 | 686 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $439,016 | 668 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $281,450 | 433 | Shares | Sole | 2024-04-17 | |
| No filing history on record for this holder in this stock. | ||||||