Position in INTU
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$2,695,869
+$703,462 QoQ
Shares Held
10,329
+124.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#602
of 1,740 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Fifth Third Wealth Advisors LLC holds $26,795,322 across 25 Software - Application names. INTU ranks #4 (10.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
72,596 | $5,238,527 | |
| 2 | CDNS |
Cadence Design Systems Inc
|
11,033 | $4,140,905 | |
| 3 | CRM |
Salesforce, Inc.
|
17,597 | $2,756,746 | |
| 4 | INTU |
Intuit Inc.
This page
|
10,329 | $2,695,869 | |
| 5 | NOW |
ServiceNow, Inc.
|
22,844 | $2,267,952 | |
| 6 | ADP |
Automatic Data Processing Inc
|
6,105 | $1,367,214 | |
| 7 | ADBE |
Adobe Inc.
|
6,115 | $1,253,697 | |
| 8 | ADSK |
Autodesk, Inc.
|
6,175 | $1,200,543 |
All Filings in INTU
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,695,869 | 10,329 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $1,992,407 | 4,608 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $2,419,157 | 3,652 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $2,578,668 | 3,776 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $2,718,898 | 3,452 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $2,114,581 | 3,444 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $2,021,256 | 3,216 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $1,806,489 | 2,909 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,878,306 | 2,858 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $298,350 | 459 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $295,014 | 472 | Shares | Sole | 2024-01-08 | |
| No filing history on record for this holder in this stock. | ||||||