Position in INTU
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$6,966,612
-$5,520,522 QoQ
Shares Held
26,692
-7.6% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#418
of 1,740 holders
Holding Since
Mar 2024
10 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, 2026Trajan Wealth LLC holds $50,194,218 across 4 Software - Application names. INTU ranks #3 (13.9% of the industry book) .
All Filings in INTU
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,966,612 | 26,692 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $12,487,134 | 28,880 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $19,760,651 | 29,831 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $20,963,971 | 30,698 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $25,284,498 | 32,102 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $19,531,635 | 31,811 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $18,008,410 | 28,653 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $15,844,194 | 25,514 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $14,936,411 | 22,727 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $13,327,600 | 20,504 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||