HOHIMER WEALTH MANAGEMENT, LLC

Position in INTU — Intuit Inc.

CIK 1802533 SEATTLE, WA

Position in INTU

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$1,842,660

-$2,068,649 QoQ

Shares Held

7,060

-22.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#691

of 1,740 holders

Holding Since

Mar 2020

15 quarters on record

Voting authority Sole 60% Shared 0% None 40%

Technology · as of Jun 30, 2026

HOHIMER WEALTH MANAGEMENT, LLC holds $16,563,131 across 7 Software - Application names. INTU ranks #5 (11.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LYFT	Lyft, Inc.	285,500	$4,171,155
2	UBER	Uber Technologies, Inc	47,373	$3,418,435
3	ADP	Automatic Data Processing Inc	14,189	$3,177,626
4	CRM	Salesforce, Inc.	18,954	$2,969,333
5	INTU	Intuit Inc. This page	7,060	$1,842,660
6	NOW	ServiceNow, Inc.	7,711	$765,548
7	QTWO	Q2 Holdings, Inc.	4,540	$218,374

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,842,660	7,060	-22.0%	Shares	Sole	2026-08-03
2026-03-31	$3,911,309	9,046	+55.6%	Shares	Sole	2026-05-01
2025-12-31	$3,851,972	5,815	-2.2%	Shares	Sole	2026-02-12
2025-09-30	$4,059,217	5,944	-14.1%	Shares	Sole	2025-11-12
2025-06-30	$5,448,036	6,917	-2.5%	Shares	Sole	2025-08-19
2025-03-31	$4,356,873	7,096	+509.6%	Shares	Sole	2025-05-02
2024-03-31	$756,600	1,164	-35.9%	Shares	Sole	2024-05-08
2023-12-31	$1,135,054	1,816	+0.9%	Shares	Sole	2024-02-09
2023-09-30	$919,181	1,799	+1.3%	Shares	Sole	2023-11-21
2023-06-30	$813,745	1,776	-3.0%	Shares	Sole	2023-07-28
2023-03-31	$816,314	1,831	+30.3%	Shares	Sole	2023-05-03
2022-12-31	$546,854	1,405	-49.2%	Shares	Sole	2023-02-01
2020-09-30	$902,296	2,766	-0.1%	Shares	Sole	2020-11-13
2020-06-30	$819,853	2,768	+0.1%	Shares	Sole	2020-07-14
2020-03-31	$636,180	2,766	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.