Activest Wealth Management

Position in INTU — Intuit Inc.

CIK 1883134 AVENTURA, FL

Position in INTU

as of Mar 31, 2026 · filed Apr 15, 2026 Compact

Position Value

$81,287

+$23,657 QoQ

Shares Held

188

+116.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2022

15 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Technology · as of Mar 31, 2026

Activest Wealth Management holds $1,671,636 across 38 Software - Application names. INTU ranks #3 (4.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc	10,755	$773,607
2	CRM	Salesforce, Inc.	824	$153,816
3	INTU	Intuit Inc. This page	188	$81,287
4	NOW	ServiceNow, Inc.	701	$73,289
5	ADBE	Adobe Inc.	292	$70,979
6	SHOP	Shopify Inc.	569	$67,494
7	ADP	Automatic Data Processing Inc	263	$53,436
8	MSTR	Strategy Inc	374	$46,675

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$81,287	188	+116.1%	Shares	Sole	2026-04-15
2025-12-31	$57,630	87	+29.9%	Shares	Sole	2026-01-30
2025-09-30	$45,754	67	+8.1%	Shares	Sole	2025-11-03
2025-06-30	$48,833	62	-1.6%	Shares	Sole	2025-07-29
2025-03-31	$38,681	63	+3050.0%	Shares	Sole	2025-05-15
2024-12-31	$1,257	2	-66.7%	Shares	Sole	2025-01-28
2024-09-30	$3,726	6	—	Shares	Sole	2024-11-12
2024-06-30	$0	0	-100.0%	Shares	Sole	2024-07-30
2024-03-31	$56,550	87	0.0%	Shares	Sole	2024-04-24
2023-12-31	$54,377	87	0.0%	Shares	Sole	2024-01-19
2023-09-30	$44,451	87	-34.6%	Shares	Sole	2023-10-10
2023-06-30	$60,939	133	+121.7%	Shares	Sole	2023-07-21
2023-03-31	$26,749	60	0.0%	Shares	Sole	2023-04-18
2022-06-30	$23,126	60	0.0%	Shares	Sole	2022-10-13
2022-03-31	$28,850	60	—	Shares	Sole	2022-04-26
No filing history on record for this holder in this stock.