Position in INTU
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,278,900
+$27,593 QoQ
Shares Held
4,900
+69.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#778
of 1,740 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Aaron Wealth Advisors LLC holds $23,255,635 across 24 Software - Application names. INTU ranks #7 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
55,081 | $3,974,644 | |
| 2 | ADP |
Automatic Data Processing Inc
|
12,057 | $2,700,165 | |
| 3 | SAP |
Sap SE
|
15,623 | $2,407,660 | |
| 4 | DDOG |
Datadog, Inc.
|
6,709 | $1,746,755 | |
| 5 | CRM |
Salesforce, Inc.
|
8,616 | $1,349,782 | |
| 6 | CDNS |
Cadence Design Systems Inc
|
3,546 | $1,330,884 | |
| 7 | INTU |
Intuit Inc.
This page
|
4,900 | $1,278,900 | |
| 8 | NOW |
ServiceNow, Inc.
|
11,311 | $1,122,956 |
All Filings in INTU
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,278,900 | 4,900 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,251,307 | 2,894 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $2,815,947 | 4,251 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $2,360,819 | 3,457 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $1,634,332 | 2,075 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $648,373 | 1,056 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $586,390 | 933 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $693,657 | 1,117 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $807,711 | 1,229 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $657,800 | 1,012 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $632,530 | 1,012 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $480,283 | 940 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $457,273 | 998 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $383,859 | 861 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $293,861 | 755 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $393,129 | 1,015 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $288,694 | 749 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $478,000 | 229,841 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $405,228 | 630 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $224,975 | 417 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $200,479 | 409 | Shares | Sole | 2021-07-29 | |
| No filing history on record for this holder in this stock. | ||||||