Position in INTU
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$25,853,094
-$28,444,321 QoQ
Shares Held
99,054
-21.1% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#212
of 1,740 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $123,372,328 across 22 Software - Application names. INTU ranks #3 (21.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
523,959 | $37,808,881 | |
| 2 | CRM |
Salesforce, Inc.
|
231,559 | $36,276,032 | |
| 3 | INTU |
Intuit Inc.
This page
|
99,054 | $25,853,094 | |
| 4 | ADP |
Automatic Data Processing Inc
|
98,912 | $22,151,342 | |
| 5 | SHOP |
Shopify Inc.
|
2,107 | $240,577 | |
| 6 | DT |
Dynatrace, Inc.
|
5,239 | $230,044 | |
| 7 | ADSK |
Autodesk, Inc.
|
1,108 | $215,417 | |
| 8 | ADBE |
Adobe Inc.
|
935 | $191,693 |
All Filings in INTU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,853,094 | 99,054 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $54,297,415 | 125,578 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $96,409,931 | 145,542 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $89,978,855 | 131,758 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $101,533,383 | 128,910 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $77,370,107 | 126,012 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $78,795,045 | 125,370 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $75,385,674 | 121,394 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $79,638,736 | 121,177 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $78,442,650 | 120,681 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $76,564,299 | 122,497 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $59,497,430 | 116,447 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $52,183,717 | 113,891 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $44,438,551 | 99,676 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $29,161,919 | 74,924 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $24,379,082 | 62,943 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $8,317,409 | 21,579 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $544,310 | 1,132 | Shares | Sole | 2024-02-14 | |
| 2021-12-31 | $749,351 | 1,165 | Shares | Sole | 2024-02-14 | |
| 2021-09-30 | $404,632 | 750 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $394,586 | 805 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $308,363 | 805 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $343,764 | 905 | Shares | Sole | 2024-02-13 | |
| 2020-09-30 | $293,589 | 900 | Shares | Sole | 2024-02-13 | |
| 2020-06-30 | $333,213 | 1,125 | Shares | Sole | 2024-02-13 | |
| 2020-03-31 | $258,750 | 1,125 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||