Position in INTU
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$263,088
-$263,983 QoQ
Shares Held
1,008
-17.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,269
of 1,740 holders
Holding Since
Dec 2020
18 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, 2026Cerro Pacific Wealth Advisors LLC holds $1,794,694 across 4 Software - Application names. INTU ranks #3 (14.7% of the industry book) .
All Filings in INTU
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $263,088 | 1,008 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $527,071 | 1,219 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $781,655 | 1,180 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $676,080 | 990 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $809,683 | 1,028 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $706,088 | 1,150 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $696,378 | 1,108 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $741,474 | 1,194 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $784,708 | 1,194 | Shares | Sole | 2024-08-09 | |
| 2023-03-31 | $545,250 | 1,223 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $472,902 | 1,215 | Shares | Other | 2023-01-19 | |
| 2022-09-30 | $494,607 | 1,277 | Shares | Other | 2022-10-12 | |
| 2022-06-30 | $483,341 | 1,254 | Shares | Other | 2022-07-18 | |
| 2022-03-31 | $604,896 | 1,258 | Shares | Other | 2022-04-13 | |
| 2021-12-31 | $835,542 | 1,299 | Shares | Other | 2022-01-19 | |
| 2021-09-30 | $676,545 | 1,254 | Shares | Other | 2021-11-09 | |
| 2021-06-30 | $616,143 | 1,257 | Shares | Other | 2021-08-16 | |
| 2020-12-31 | $475,572 | 1,252 | Shares | Other | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||