Position in INTU
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$775,692
-$607,491 QoQ
Shares Held
2,972
-7.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#911
of 1,744 holders
Holding Since
Dec 2023
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, 2026Premier Path Wealth Partners, LLC holds $6,689,317 across 10 Software - Application names. INTU ranks #4 (11.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
13,938 | $1,005,766 | |
| 2 | CRM |
Salesforce, Inc.
|
6,404 | $1,003,250 | |
| 3 | NOW |
ServiceNow, Inc.
|
9,599 | $952,988 | |
| 4 | INTU |
Intuit Inc.
This page
|
2,972 | $775,692 | |
| 5 | ADP |
Automatic Data Processing Inc
|
3,455 | $773,747 | |
| 6 | ADBE |
Adobe Inc.
|
3,133 | $642,327 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
1,298 | $487,165 | |
| 8 | ADSK |
Autodesk, Inc.
|
1,889 | $367,259 |
All Filings in INTU
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $775,692 | 2,972 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,383,183 | 3,199 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,575,234 | 2,378 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,546,108 | 2,264 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,761,140 | 2,236 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,248,855 | 2,034 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,207,977 | 1,922 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,230,201 | 1,981 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,286,159 | 1,957 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,247,350 | 1,919 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,206,307 | 1,930 | Shares | Sole | 2024-01-12 | |
| No filing history on record for this holder in this stock. | ||||||