Position in INTU
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$53,615
-$39,786 QoQ
Shares Held
124
-12.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Private Wealth Management Group, LLC holds $804,979 across 61 Software - Application names. INTU ranks #3 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
1,136 | $230,812 | |
| 2 | CRM |
Salesforce, Inc.
|
359 | $67,014 | |
| 3 | INTU |
Intuit Inc.
This page
|
124 | $53,615 | |
| 4 | SHOP |
Shopify Inc.
|
407 | $48,278 | |
| 5 | ADSK |
Autodesk, Inc.
|
168 | $40,219 | |
| 6 | ADBE |
Adobe Inc.
|
163 | $39,622 | |
| 7 | ROP |
Roper Technologies Inc
|
71 | $25,124 | |
| 8 | NOW |
ServiceNow, Inc.
|
236 | $24,673 |
All Filings in INTU
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $53,615 | 124 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $93,401 | 141 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $96,290 | 141 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $111,055 | 141 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $84,730 | 138 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $86,104 | 137 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $83,835 | 135 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $88,066 | 134 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $85,150 | 131 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $81,878 | 131 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||