Position in INTU
as of Mar 31, 2026
· filed Apr 10, 2026
Position Value
$1,249,578
-$738,344 QoQ
Shares Held
2,890
-3.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Naviter Wealth, LLC holds $9,412,574 across 7 Software - Application names. INTU ranks #4 (13.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SAP |
Sap SE
|
19,113 | $3,272,336 | |
| 2 | CRM |
Salesforce, Inc.
|
7,795 | $1,455,092 | |
| 3 | UBER |
Uber Technologies, Inc
|
19,760 | $1,421,336 | |
| 4 | INTU |
Intuit Inc.
This page
|
2,890 | $1,249,578 | |
| 5 | ADBE |
Adobe Inc.
|
4,395 | $1,068,336 | |
| 6 | NOW |
ServiceNow, Inc.
|
9,030 | $944,086 | |
| 7 | CXAI |
CXApp Inc.
|
10,000 | $1,810 |
All Filings in INTU
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,249,578 | 2,890 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $1,987,922 | 3,001 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $2,412,038 | 3,532 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,671,640 | 3,392 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $2,088,793 | 3,402 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $2,145,699 | 3,414 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,782,270 | 2,870 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,793,526 | 2,729 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,628,900 | 2,506 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $1,304,437 | 2,087 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $850,715 | 1,665 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $805,498 | 1,758 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $653,140 | 1,465 | Shares | Sole | 2023-04-12 | |
| No filing history on record for this holder in this stock. | ||||||