Position in INTU
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$7,905,429
-$5,618,120 QoQ
Shares Held
30,289
-3.2% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
2.04%
of 13F equity value
Holder Rank
#396
of 1,740 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026HFR Wealth Management, LLC holds $18,554,475 across 2 Software - Application names. INTU ranks #2 (42.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
47,551 | $10,649,046 | |
| 2 | INTU |
Intuit Inc.
This page
|
30,289 | $7,905,429 |
All Filings in INTU
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,905,429 | 30,289 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $13,523,549 | 31,277 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $15,493,341 | 23,389 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $15,946,631 | 23,351 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $18,451,808 | 23,427 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $14,345,876 | 23,365 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $14,668,561 | 23,339 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $14,551,893 | 23,433 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $15,315,621 | 23,304 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $15,130,700 | 23,278 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $14,618,201 | 23,388 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $11,992,783 | 23,472 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $10,894,383 | 23,777 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $10,596,487 | 23,768 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $9,274,334 | 23,828 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $9,251,525 | 23,886 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $9,276,384 | 24,067 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $11,464,187 | 23,842 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $16,445,848 | 25,568 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $13,745,096 | 25,477 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $12,312,090 | 25,118 | Shares | Sole | 2021-08-12 | |
| No filing history on record for this holder in this stock. | ||||||