Position in INTU
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$217,152
-$191,447 QoQ
Shares Held
832
-12.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,359
of 1,740 holders
Holding Since
Jun 2025
5 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, 2026Precision Wealth Strategies, LLC holds $917,342 across 2 Software - Application names. INTU ranks #2 (23.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADEA |
Adeia Inc.
|
21,263 | $700,190 | |
| 2 | INTU |
Intuit Inc.
This page
|
832 | $217,152 |
All Filings in INTU
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $217,152 | 832 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $408,599 | 945 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $735,948 | 1,111 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $728,664 | 1,067 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $827,011 | 1,050 | Shares | Sole | 2025-07-18 | |
| No filing history on record for this holder in this stock. | ||||||