Position in INTU
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$682,254
-$514,573 QoQ
Shares Held
2,614
-5.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#942
of 1,740 holders
Holding Since
Dec 2021
19 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, 2026Stiles Financial Services Inc holds $6,102,345 across 8 Software - Application names. INTU ranks #5 (11.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADBE |
Adobe Inc.
|
7,500 | $1,537,650 | |
| 2 | CDNS |
Cadence Design Systems Inc
|
3,032 | $1,137,970 | |
| 3 | CRM |
Salesforce, Inc.
|
5,699 | $892,805 | |
| 4 | ADP |
Automatic Data Processing Inc
|
3,449 | $772,403 | |
| 5 | INTU |
Intuit Inc.
This page
|
2,614 | $682,254 | |
| 6 | NOW |
ServiceNow, Inc.
|
4,941 | $490,542 | |
| 7 | UBER |
Uber Technologies, Inc
|
4,462 | $321,977 | |
| 8 | ADSK |
Autodesk, Inc.
|
1,372 | $266,744 |
All Filings in INTU
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $682,254 | 2,614 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,196,827 | 2,768 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,987,922 | 3,001 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,071,948 | 3,034 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $2,414,085 | 3,065 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,954,330 | 3,183 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $2,057,709 | 3,274 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $2,050,542 | 3,302 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $2,222,027 | 3,381 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $2,209,350 | 3,399 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,168,229 | 3,469 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $1,846,026 | 3,613 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,721,878 | 3,758 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $1,714,662 | 3,846 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,504,335 | 3,865 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $1,551,216 | 4,005 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $1,539,832 | 3,995 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $1,912,300 | 3,977 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $2,408,215 | 3,744 | Shares | Sole | 2022-02-09 | |
| No filing history on record for this holder in this stock. | ||||||