Position in INTU
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$612,045
+$30,927 QoQ
Shares Held
2,345
+74.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#976
of 1,740 holders
Holding Since
Mar 2022
11 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, 2026ANGELES WEALTH MANAGEMENT, LLC holds $11,752,810 across 19 Software - Application names. INTU ranks #8 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
15,411 | $1,530,004 | |
| 2 | CRM |
Salesforce, Inc.
|
7,510 | $1,176,516 | |
| 3 | UBER |
Uber Technologies, Inc
|
13,728 | $990,612 | |
| 4 | ADBE |
Adobe Inc.
|
3,892 | $797,937 | |
| 5 | ADP |
Automatic Data Processing Inc
|
3,291 | $737,019 | |
| 6 | DJCO |
Daily Journal Corp
|
1,044 | $627,642 | |
| 7 | CVLT |
Commvault Systems Inc
|
4,375 | $620,068 | |
| 8 | INTU |
Intuit Inc.
This page
|
2,345 | $612,045 |
All Filings in INTU
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $612,045 | 2,345 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $581,118 | 1,344 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,800,711 | 4,228 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,778,760 | 4,069 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $685,238 | 870 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $372,077 | 606 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $278,425 | 443 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $242,811 | 391 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $253,683 | 386 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $250,900 | 386 | Shares | Sole | 2024-05-08 | |
| 2022-03-31 | $221,186 | 460 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||