Position in INTU
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$329,121
-$221,731 QoQ
Shares Held
1,261
-1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,190
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, 2026Gratus Wealth Advisors, LLC holds $590,764 across 2 Software - Application names. INTU ranks #1 (55.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INTU |
Intuit Inc.
This page
|
1,261 | $329,121 | |
| 2 | PTC |
Ptc Inc.
|
2,303 | $261,643 |
All Filings in INTU
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $329,121 | 1,261 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $550,852 | 1,274 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $865,782 | 1,307 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $954,025 | 1,397 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,100,319 | 1,397 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $857,744 | 1,397 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $886,813 | 1,411 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $876,231 | 1,411 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $927,323 | 1,411 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $917,150 | 1,411 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $881,917 | 1,411 | Shares | Sole | 2024-05-09 | |
| No filing history on record for this holder in this stock. | ||||||