Position in INTU
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$7,308
-$3,501 QoQ
Shares Held
28
+12.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,636
of 1,740 holders
Holding Since
Jun 2025
5 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, 2026EVOLUTION WEALTH MANAGEMENT INC. holds $526,963 across 16 Software - Application names. INTU ranks #8 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
913 | $204,466 | |
| 2 | SHOP |
Shopify Inc.
|
1,479 | $168,872 | |
| 3 | NOW |
ServiceNow, Inc.
|
508 | $50,434 | |
| 4 | SNOW |
Snowflake Inc.
|
96 | $24,432 | |
| 5 | UBER |
Uber Technologies, Inc
|
322 | $23,235 | |
| 6 | FICO |
Fair Isaac Corp
|
9 | $10,753 | |
| 7 | DOCU |
Docusign, Inc.
|
187 | $8,306 | |
| 8 | INTU |
Intuit Inc.
This page
|
28 | $7,308 |
All Filings in INTU
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,308 | 28 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $10,809 | 25 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $3,312 | 5 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,731 | 4 | Shares | Sole | 2026-02-10 | |
| 2025-06-30 | $14,964 | 19 | Shares | Sole | 2025-08-29 | |
| No filing history on record for this holder in this stock. | ||||||