Position in INTU
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,045,827
-$474,853 QoQ
Shares Held
4,007
+13.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#842
of 1,744 holders
Holding Since
Mar 2024
10 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, 2026Icon Wealth Advisors, LLC holds $9,818,817 across 11 Software - Application names. INTU ranks #4 (10.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
12,022 | $2,692,326 | |
| 2 | DDOG |
Datadog, Inc.
|
5,999 | $1,561,899 | |
| 3 | SHOP |
Shopify Inc.
|
13,475 | $1,538,575 | |
| 4 | INTU |
Intuit Inc.
This page
|
4,007 | $1,045,827 | |
| 5 | UBER |
Uber Technologies, Inc
|
11,735 | $846,797 | |
| 6 | ADSK |
Autodesk, Inc.
|
2,755 | $535,627 | |
| 7 | NOW |
ServiceNow, Inc.
|
4,102 | $407,246 | |
| 8 | ADBE |
Adobe Inc.
|
1,927 | $395,073 |
All Filings in INTU
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,045,827 | 4,007 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,520,680 | 3,517 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,776,864 | 4,192 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,342,844 | 4,895 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,128,176 | 2,702 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,195,438 | 1,947 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,587,591 | 2,526 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,613,979 | 2,599 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,714,660 | 2,609 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $895,700 | 1,378 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||