Roberts Wealth Advisors, LLC

Position in INTU — Intuit Inc.

CIK 1885319 PALO ALTO, CA

Position in INTU

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

Position Value

$2,187,441

-$319,498 QoQ

Shares Held

8,381

+44.5% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.82%

of 13F equity value

Holder Rank

#651

of 1,740 holders

Holding Since

Sep 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Roberts Wealth Advisors, LLC holds $15,071,305 across 6 Software - Application names. INTU ranks #4 (14.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SNOW	Snowflake Inc.	18,103	$4,607,213
2	DDOG	Datadog, Inc.	15,629	$4,069,166
3	CRM	Salesforce, Inc.	18,452	$2,890,690
4	INTU	Intuit Inc. This page	8,381	$2,187,441
5	ADBE	Adobe Inc.	4,897	$1,003,982
6	UBER	Uber Technologies, Inc	4,335	$312,813

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,187,441	8,381	+44.5%	Shares	Sole	2026-07-30
2026-03-31	$2,506,939	5,798	+5.0%	Shares	Sole	2026-04-08
2025-12-31	$3,659,208	5,524	-1.6%	Shares	Sole	2026-01-13
2025-09-30	$3,832,490	5,612	-0.8%	Shares	Sole	2025-10-21
2025-06-30	$4,454,047	5,655	-1.5%	Shares	Sole	2025-07-23
2025-03-31	$3,524,302	5,740	+0.8%	Shares	Sole	2025-04-21
2024-12-31	$3,577,422	5,692	-0.4%	Shares	Sole	2025-01-17
2024-09-30	$3,549,636	5,716	+0.6%	Shares	Sole	2024-10-15
2024-06-30	$3,734,267	5,682	+0.7%	Shares	Sole	2024-08-13
2024-03-31	$3,667,950	5,643	+0.3%	Shares	Sole	2024-04-18
2023-09-30	$2,874,037	5,625	+0.8%	Shares	Sole	2023-10-17
2023-06-30	$2,555,783	5,578	+2.1%	Shares	Sole	2023-07-12
2023-03-31	$2,434,677	5,461	+1.5%	Shares	Sole	2023-04-11
2022-12-31	$2,094,782	5,382	+1.0%	Shares	Sole	2023-01-11
2022-09-30	$2,064,028	5,329	+3.4%	Shares	Sole	2022-10-13
2022-06-30	$1,986,943	5,155	+2.9%	Shares	Sole	2022-07-11
2022-03-31	$2,409,489	5,011	+2.7%	Shares	Sole	2022-04-12
2021-12-31	$3,138,270	4,879	-1.3%	Shares	Sole	2022-01-12
2021-09-30	$2,665,718	4,941	—	Shares	Sole	2021-10-12
No filing history on record for this holder in this stock.