Position in INTU
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$26,421,813
-$95,767,477 QoQ
Shares Held
101,233
-64.2% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#209
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, 2026Williams Jones Wealth Management, LLC. holds $228,738,146 across 9 Software - Application names. INTU ranks #3 (11.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
525,325 | $117,646,532 | |
| 2 | UBER |
Uber Technologies, Inc
|
1,025,055 | $73,967,968 | |
| 3 | INTU |
Intuit Inc.
This page
|
101,233 | $26,421,813 | |
| 4 | PAYX |
Paychex Inc
|
35,010 | $3,442,533 | |
| 5 | ROP |
Roper Technologies Inc
|
8,487 | $2,871,915 | |
| 6 | PDFS |
Pdf Solutions Inc
|
32,000 | $2,265,280 | |
| 7 | SHOP |
Shopify Inc.
|
8,544 | $975,553 | |
| 8 | NOW |
ServiceNow, Inc.
|
9,254 | $918,737 |
All Filings in INTU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,421,813 | 101,233 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $122,189,290 | 282,597 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $233,640,169 | 352,707 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $226,047,989 | 331,007 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $247,913,630 | 314,759 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $191,531,109 | 311,945 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $200,307,349 | 318,707 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $201,920,013 | 325,153 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $213,025,419 | 324,136 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $205,927,150 | 316,811 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $189,569,098 | 303,296 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $150,921,968 | 295,381 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $129,619,201 | 282,894 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $115,018,790 | 257,988 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $94,228,605 | 242,096 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $96,359,406 | 248,785 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $95,320,082 | 247,302 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $119,195,427 | 247,890 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $166,462,119 | 258,795 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $139,576,632 | 258,710 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $127,770,163 | 260,665 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $97,310,264 | 254,034 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $91,045,866 | 239,689 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $71,574,388 | 219,412 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $54,256,972 | 183,183 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $28,417,880 | 123,556 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||