Position in INTU
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$324,945
-$213,368 QoQ
Shares Held
1,245
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.91%
of 13F equity value
Holder Rank
#1,197
of 1,740 holders
Holding Since
Dec 2020
23 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, 2026ACT WEALTH MANAGEMENT, LLC holds $1,158,109 across 3 Software - Application names. INTU ranks #2 (28.1% of the industry book) .
All Filings in INTU
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $324,945 | 1,245 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $538,313 | 1,245 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $837,961 | 1,265 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $863,881 | 1,265 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $996,351 | 1,265 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $776,697 | 1,265 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $795,052 | 1,265 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $785,565 | 1,265 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $831,370 | 1,265 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $822,250 | 1,265 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $821,914 | 1,315 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $677,506 | 1,326 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $607,559 | 1,326 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $606,774 | 1,361 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $525,447 | 1,350 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $522,882 | 1,350 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $520,344 | 1,350 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $649,134 | 1,350 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $868,347 | 1,350 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $755,314 | 1,400 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $686,238 | 1,400 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $536,284 | 1,400 | Shares | Sole | 2021-04-08 | |
| 2020-12-31 | $531,790 | 1,400 | Shares | Sole | 2021-02-03 | |
| No filing history on record for this holder in this stock. | ||||||