Prentice Wealth Management LLC

Position in INTU — Intuit Inc.

CIK 1864229 Rochester, NY

Position in INTU

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$229,158

-$149,606 QoQ

Shares Held

878

+0.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#1,336

of 1,740 holders

Holding Since

Mar 2021

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Prentice Wealth Management LLC holds $1,660,373 across 5 Software - Application names. INTU ranks #3 (13.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc.	3,299	$516,821
2	SNOW	Snowflake Inc.	1,977	$503,146
3	INTU	Intuit Inc. This page	878	$229,158
4	NOW	ServiceNow, Inc.	2,104	$208,885
5	PAYX	Paychex Inc	2,058	$202,363

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$229,158	878	+0.2%	Shares	Sole	2026-07-15
2026-03-31	$378,764	876	+3.1%	Shares	Sole	2026-04-17
2025-12-31	$563,057	850	+2.7%	Shares	Sole	2026-01-30
2025-09-30	$565,449	828	+1.6%	Shares	Sole	2025-10-09
2025-06-30	$641,918	815	-0.6%	Shares	Sole	2025-07-31
2025-03-31	$503,471	820	+6.2%	Shares	Sole	2025-04-17
2024-12-31	$485,202	772	+9.0%	Shares	Sole	2025-02-03
2024-09-30	$439,668	708	+93.4%	Shares	Sole	2024-10-07
2024-06-30	$240,538	366	+9.3%	Shares	Sole	2024-07-11
2024-03-31	$217,750	335	0.0%	Shares	Sole	2024-04-15
2023-12-31	$209,385	335	-2.0%	Shares	Sole	2024-01-11
2021-12-31	$219,981	342	0.0%	Shares	Sole	2022-10-31
2021-09-30	$184,512	342	-0.3%	Shares	Sole	2021-11-10
2021-06-30	$168,128	343	+49.1%	Shares	Sole	2021-08-11
2021-03-31	$88,103	230	—	Shares	Sole	2021-06-17
No filing history on record for this holder in this stock.