Position in INTU
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$522
-$762,156 QoQ
Shares Held
2
-99.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,716
of 1,736 holders
Holding Since
Sep 2020
2 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, 2026Fortis Group Advisors, LLC holds $599,680 across 8 Software - Application names. INTU ranks #8 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
1,285 | $287,775 | |
| 2 | U |
Unity Software Inc.
|
7,331 | $209,519 | |
| 3 | SSNC |
SS&C Technologies Holdings Inc
|
870 | $53,983 | |
| 4 | PAYX |
Paychex Inc
|
298 | $29,302 | |
| 5 | SHOP |
Shopify Inc.
|
70 | $7,992 | |
| 6 | TYL |
Tyler Technologies Inc
|
27 | $7,896 | |
| 7 | NATL |
NCR Atleos Corp
|
62 | $2,691 | |
| 8 | INTU |
Intuit Inc.
This page
|
2 | $522 |
All Filings in INTU
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $522 | 2 | Shares | Sole | 2026-07-24 | |
| 2020-09-30 | $762,678 | 2,338 | Shares | Sole | 2020-11-17 | |
| No filing history on record for this holder in this stock. | ||||||