Cohen Investment Advisors LLC

Position in INTU — Intuit Inc.

CIK 1845081 BEDFORD, NH

Position in INTU

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$1,944,972

-$1,184,161 QoQ

Shares Held

7,452

+3.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.92%

of 13F equity value

Holder Rank

#682

of 1,740 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 98% Shared 0% None 2%

Technology · as of Jun 30, 2026

Cohen Investment Advisors LLC holds $6,675,881 across 3 Software - Application names. INTU ranks #3 (29.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NOW	ServiceNow, Inc.	26,173	$2,598,454
2	CRM	Salesforce, Inc.	13,612	$2,132,455
3	INTU	Intuit Inc. This page	7,452	$1,944,972

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,944,972	7,452	+3.0%	Shares	Other	2026-07-27
2026-03-31	$3,129,133	7,237	+3.0%	Shares	Other	2026-04-28
2025-12-31	$4,654,825	7,027	+1.3%	Shares	Sole	2026-01-15
2025-09-30	$4,738,712	6,939	+2.7%	Shares	Sole	2025-10-14
2025-06-30	$5,319,653	6,754	+1.7%	Shares	Sole	2025-07-23
2025-03-31	$4,078,121	6,642	+13.2%	Shares	Sole	2025-04-29
2024-12-31	$3,688,666	5,869	+1.4%	Shares	Sole	2025-01-15
2024-09-30	$3,595,590	5,790	-7.7%	Shares	Sole	2024-10-07
2024-06-30	$4,121,363	6,271	+0.4%	Shares	Sole	2024-07-26
2024-03-31	$4,059,250	6,245	+11.0%	Shares	Sole	2024-04-19
2023-12-31	$3,515,168	5,624	-10.3%	Shares	Sole	2024-01-19
2023-09-30	$3,204,104	6,271	+8.1%	Shares	Sole	2023-10-11
2023-06-30	$2,658,418	5,802	-7.2%	Shares	Sole	2023-07-18
2023-03-31	$2,786,437	6,250	-1.5%	Shares	Sole	2023-05-09
2022-12-31	$2,469,990	6,346	+0.6%	Shares	Sole	2023-01-31
2022-09-30	$2,442,827	6,307	-0.6%	Shares	Sole	2022-10-18
2022-06-30	$2,445,616	6,345	+1.6%	Shares	Sole	2022-08-03
2022-03-31	$3,004,288	6,248	-0.9%	Shares	Sole	2022-05-10
2021-12-31	$4,053,572	6,302	-1.5%	Shares	Sole	2022-01-21
2021-09-30	$3,453,403	6,401	-0.5%	Shares	Sole	2021-10-28
2021-06-30	$3,152,283	6,431	-4.5%	Shares	Sole	2021-08-09
2021-03-31	$2,580,292	6,736	+6.0%	Shares	Sole	2021-08-05
2020-12-31	$2,412,807	6,352	—	Shares	Sole	2021-02-11
No filing history on record for this holder in this stock.