Position in INTU
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$1,203,742
+$63,720 QoQ
Shares Held
2,784
+61.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
15 quarters on record
Voting authority
Sole 0%
Shared 86%
None 14%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026JOURNEY STRATEGIC WEALTH LLC holds $15,317,042 across 24 Software - Application names. INTU ranks #4 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
9,482 | $1,770,001 | |
| 2 | ADBE |
Adobe Inc.
|
5,967 | $1,450,455 | |
| 3 | PAYX |
Paychex Inc
|
14,445 | $1,330,672 | |
| 4 | INTU |
Intuit Inc.
This page
|
2,784 | $1,203,742 | |
| 5 | NOW |
ServiceNow, Inc.
|
10,358 | $1,082,926 | |
| 6 | ADP |
Automatic Data Processing Inc
|
5,020 | $1,019,961 | |
| 7 | UBER |
Uber Technologies, Inc
|
11,514 | $828,199 | |
| 8 | ADSK |
Autodesk, Inc.
|
3,228 | $772,780 |
All Filings in INTU
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,203,742 | 2,784 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,140,022 | 1,721 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,522,200 | 2,229 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,582,343 | 2,009 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $736,169 | 1,199 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $754,198 | 1,200 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $750,168 | 1,208 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $720,957 | 1,097 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $446,550 | 687 | Shares | Other | 2024-05-13 | |
| 2023-12-31 | $231,261 | 370 | Shares | Sole | 2024-02-09 | |
| 2023-03-31 | $335,709 | 753 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $324,996 | 835 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $346,650 | 895 | Shares | Sole | 2022-11-14 | |
| 2022-03-31 | $371,689 | 773 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $489,490 | 761 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||