Position in INTU
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$282,924
-$225,987 QoQ
Shares Held
1,084
-7.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,241
of 1,740 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, 2026Trueblood Wealth Management, LLC holds $2,361,261 across 7 Software - Application names. INTU ranks #4 (12.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
2,747 | $615,190 | |
| 2 | SHOP |
Shopify Inc.
|
3,405 | $388,782 | |
| 3 | GRAB |
Grab Holdings Ltd
|
88,561 | $333,874 | |
| 4 | INTU |
Intuit Inc.
This page
|
1,084 | $282,924 | |
| 5 | SOUN |
Soundhound Ai, Inc.
|
41,200 | $266,564 | |
| 6 | UBER |
Uber Technologies, Inc
|
3,479 | $251,044 | |
| 7 | NOW |
ServiceNow, Inc.
|
2,245 | $222,883 |
All Filings in INTU
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $282,924 | 1,084 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $508,911 | 1,177 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,424,203 | 2,150 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,477,134 | 2,163 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1,610,703 | 2,045 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,191,140 | 1,940 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $1,087,305 | 1,730 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $1,060,668 | 1,708 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $1,086,368 | 1,653 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,056,250 | 1,625 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $1,086,302 | 1,738 | Shares | Sole | 2024-01-18 | |
| No filing history on record for this holder in this stock. | ||||||