Position in INTU
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$240,120
-$73,204 QoQ
Shares Held
920
+94.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,313
of 1,740 holders
Holding Since
Dec 2021
9 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, 2026BAKER TILLY WEALTH MANAGEMENT, LLC holds $4,910,422 across 8 Software - Application names. INTU ranks #7 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
10,106 | $1,153,903 | |
| 2 | ADP |
Automatic Data Processing Inc
|
4,529 | $1,014,269 | |
| 3 | CRM |
Salesforce, Inc.
|
6,290 | $985,391 | |
| 4 | ADSK |
Autodesk, Inc.
|
3,931 | $764,265 | |
| 5 | ROP |
Roper Technologies Inc
|
875 | $296,091 | |
| 6 | FICO |
Fair Isaac Corp
|
208 | $248,514 | |
| 7 | INTU |
Intuit Inc.
This page
|
920 | $240,120 | |
| 8 | WDAY |
Workday, Inc.
|
1,698 | $207,869 |
All Filings in INTU
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $240,120 | 920 | Shares | Sole | 2026-07-17 | |
| 2025-12-31 | $313,324 | 473 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $325,065 | 476 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $253,616 | 322 | Shares | Sole | 2025-07-10 | |
| 2023-12-31 | $834,415 | 1,335 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $689,769 | 1,350 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $865,979 | 1,890 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $384,305 | 862 | Shares | Sole | 2023-04-12 | |
| 2021-12-31 | $237,348 | 369 | Shares | Sole | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||