Position in INTU
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$221,067
+$17,705 QoQ
Shares Held
847
+175.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.21%
of 13F equity value
Holder Rank
#1,351
of 1,740 holders
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Randall & Associates Wealth Management holds $221,067 across 1 Software - Application name. INTU ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INTU |
Intuit Inc.
This page
|
847 | $221,067 |
All Filings in INTU
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $221,067 | 847 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $203,362 | 307 | Shares | Sole | 2026-01-14 | |
| No filing history on record for this holder in this stock. | ||||||