Position in INTU
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$18,792
-$2,239,961 QoQ
Shares Held
72
-98.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,559
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, 2026Concord Wealth Partners holds $5,059,387 across 15 Software - Application names. INTU ranks #6 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDNS |
Cadence Design Systems Inc
|
6,842 | $2,567,939 | |
| 2 | CRM |
Salesforce, Inc.
|
6,923 | $1,084,557 | |
| 3 | NOW |
ServiceNow, Inc.
|
9,783 | $971,256 | |
| 4 | ADP |
Automatic Data Processing Inc
|
1,597 | $357,648 | |
| 5 | SHOP |
Shopify Inc.
|
300 | $34,254 | |
| 6 | INTU |
Intuit Inc.
This page
|
72 | $18,792 | |
| 7 | ADSK |
Autodesk, Inc.
|
28 | $5,443 | |
| 8 | UBER |
Uber Technologies, Inc
|
68 | $4,906 |
All Filings in INTU
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,792 | 72 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,258,753 | 5,224 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $2,456,253 | 3,708 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $2,392,233 | 3,503 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $2,214,027 | 2,811 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,814,954 | 2,956 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,163,353 | 1,851 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $819,099 | 1,319 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $805,739 | 1,226 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $756,600 | 1,164 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $616,904 | 987 | Shares | Sole | 2024-04-30 | |
| 2023-09-30 | $343,862 | 673 | Shares | Sole | 2024-04-30 | |
| 2023-06-30 | $279,037 | 609 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $201,069 | 451 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $156,077 | 401 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $233,166 | 602 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $225,867 | 586 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $97,610 | 203 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $122,211 | 190 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $57,188 | 106 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $90,681 | 185 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $64,737 | 169 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $36,845 | 97 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||