SAGE PRIVATE WEALTH GROUP, LLC

Position in INTU — Intuit Inc.

CIK 1845635 OAKBROOK TERRACE, IL

Position in INTU

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$463,275

+$2,791 QoQ

Shares Held

1,775

+66.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#1,053

of 1,740 holders

Holding Since

Dec 2020

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

SAGE PRIVATE WEALTH GROUP, LLC holds $1,442,128 across 3 Software - Application names. INTU ranks #2 (32.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc.	3,483	$545,646
2	INTU	Intuit Inc. This page	1,775	$463,275
3	ADBE	Adobe Inc.	2,113	$433,207

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$463,275	1,775	+66.7%	Shares	Sole	2026-08-06
2026-03-31	$460,484	1,065	+32.8%	Shares	Sole	2026-05-01
2025-12-31	$531,260	802	+2.8%	Shares	Sole	2026-01-28
2025-09-30	$532,669	780	+10.2%	Shares	Sole	2025-10-27
2025-06-30	$557,642	708	+0.1%	Shares	Sole	2025-07-29
2025-03-31	$434,090	707	+7.6%	Shares	Sole	2025-05-02
2024-12-31	$412,924	657	+3.8%	Shares	Sole	2025-01-29
2024-09-30	$393,093	633	+0.3%	Shares	Sole	2025-01-29
2024-06-30	$414,699	631	+10.7%	Shares	Sole	2025-01-29
2024-03-31	$370,500	570	+37.0%	Shares	Sole	2025-01-29
2023-12-31	$260,012	416	+9.8%	Shares	Sole	2025-01-29
2022-09-30	$146,794	379	0.0%	Shares	Sole	2022-11-08
2022-06-30	$146,081	379	+7.7%	Shares	Sole	2022-08-01
2022-03-31	$169,255	352	+12.5%	Shares	Sole	2022-05-13
2021-12-31	$201,327	313	-5.7%	Shares	Sole	2022-01-24
2021-09-30	$179,117	332	0.0%	Shares	Sole	2021-11-02
2021-06-30	$162,736	332	0.0%	Shares	Sole	2021-08-16
2021-03-31	$127,175	332	0.0%	Shares	Sole	2021-05-18
2020-12-31	$126,110	332	—	Shares	Sole	2021-03-02
No filing history on record for this holder in this stock.