Position in INTU
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$441,090
-$46,202 QoQ
Shares Held
1,690
+50.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,075
of 1,744 holders
Holding Since
Jun 2022
17 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, 2026HBW ADVISORY SERVICES LLC holds $11,828,411 across 8 Software - Application names. INTU ranks #7 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
23,280 | $2,311,238 | |
| 2 | CRM |
Salesforce, Inc.
|
13,799 | $2,161,751 | |
| 3 | UBER |
Uber Technologies, Inc
|
28,681 | $2,069,620 | |
| 4 | ADP |
Automatic Data Processing Inc
|
8,656 | $1,938,511 | |
| 5 | ADBE |
Adobe Inc.
|
9,374 | $1,921,857 | |
| 6 | CDNS |
Cadence Design Systems Inc
|
1,860 | $698,095 | |
| 7 | INTU |
Intuit Inc.
This page
|
1,690 | $441,090 | |
| 8 | SHOP |
Shopify Inc.
|
2,507 | $286,249 |
All Filings in INTU
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $441,090 | 1,690 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $487,292 | 1,127 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $489,528 | 739 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $463,695 | 679 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $548,190 | 696 | Shares | Sole | 2025-07-02 | |
| 2025-03-31 | $439,616 | 716 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $464,461 | 739 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $608,580 | 980 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $4,203,515 | 6,396 | Shares | Sole | 2024-07-05 | |
| 2024-03-31 | $4,521,400 | 6,956 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $4,347,708 | 6,956 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $3,621,542 | 7,088 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $4,063,687 | 8,869 | Shares | Sole | 2023-07-06 | |
| 2023-03-31 | $3,862,225 | 8,663 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $3,704,595 | 9,518 | Shares | Sole | 2023-01-05 | |
| 2022-09-30 | $3,659,012 | 9,447 | Shares | Sole | 2022-10-05 | |
| 2022-06-30 | $3,650,116 | 9,470 | Shares | Sole | 2022-07-13 | |
| No filing history on record for this holder in this stock. | ||||||