Position in INTU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$392,805
-$449,903 QoQ
Shares Held
1,505
-22.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,125
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, 2026ROI Financial Advisors, LLC holds $1,304,953 across 2 Software - Application names. INTU ranks #2 (30.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
4,073 | $912,148 | |
| 2 | INTU |
Intuit Inc.
This page
|
1,505 | $392,805 |
All Filings in INTU
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $392,805 | 1,505 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $842,708 | 1,949 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,426,852 | 2,154 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,489,426 | 2,181 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,806,035 | 2,293 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,523,309 | 2,481 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,727,118 | 2,748 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,676,079 | 2,699 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $1,637,110 | 2,491 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,574,300 | 2,422 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,515,697 | 2,425 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||