Position in INTU
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,623,420
+$549,203 QoQ
Shares Held
6,220
+295.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#722
of 1,734 holders
Holding Since
Jun 2023
4 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, 2026Impact Partnership Wealth, LLC holds $8,101,878 across 11 Software - Application names. INTU ranks #1 (20.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INTU |
Intuit Inc.
This page
|
6,220 | $1,623,420 | |
| 2 | ADBE |
Adobe Inc.
|
7,725 | $1,583,779 | |
| 3 | ADP |
Automatic Data Processing Inc
|
3,224 | $722,014 | |
| 4 | DDOG |
Datadog, Inc.
|
2,569 | $668,864 | |
| 5 | RNG |
RingCentral, Inc.
|
14,169 | $552,307 | |
| 6 | CDNS |
Cadence Design Systems Inc
|
1,463 | $549,093 | |
| 7 | PAYX |
Paychex Inc
|
5,574 | $548,091 | |
| 8 | NOW |
ServiceNow, Inc.
|
5,000 | $496,400 |
All Filings in INTU
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,623,420 | 6,220 | Shares | Sole | 2026-07-29 | |
| 2025-09-30 | $1,074,217 | 1,573 | Shares | Sole | 2025-11-03 | |
| 2023-09-30 | $4,596 | 9 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $1,832 | 4 | Shares | Sole | 2023-07-17 | |
| No filing history on record for this holder in this stock. | ||||||