Position in INTU
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$505,818
+$281,846 QoQ
Shares Held
1,938
+274.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#1,035
of 1,748 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026BlackDiamond Wealth Management, LLC holds $2,295,948 across 8 Software - Application names. INTU ranks #1 (22.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INTU |
Intuit Inc.
This page
|
1,938 | $505,818 | |
| 2 | AZ |
A2z Cust2mate Solutions Corp.
|
71,391 | $415,495 | |
| 3 | CRM |
Salesforce, Inc.
|
2,165 | $339,168 | |
| 4 | ROP |
Roper Technologies Inc
|
736 | $249,055 | |
| 5 | CDNS |
Cadence Design Systems Inc
|
639 | $239,829 | |
| 6 | UBER |
Uber Technologies, Inc
|
2,565 | $185,090 | |
| 7 | WDAY |
Workday, Inc.
|
1,498 | $183,385 | |
| 8 | NOW |
ServiceNow, Inc.
|
1,794 | $178,108 |
All Filings in INTU
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $505,818 | 1,938 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $223,972 | 518 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $380,229 | 574 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $355,113 | 520 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $452,099 | 574 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $247,437 | 403 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $266,484 | 424 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $227,286 | 366 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||