Position in INTU
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$170,433
-$632,929 QoQ
Shares Held
653
-64.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,413
of 1,740 holders
Holding Since
Dec 2024
7 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, 2026Greykasell Wealth Strategies, Inc. holds $1,886,035 across 12 Software - Application names. INTU ranks #4 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
8,519 | $845,766 | |
| 2 | CRM |
Salesforce, Inc.
|
2,187 | $342,615 | |
| 3 | PAYX |
Paychex Inc
|
1,790 | $176,010 | |
| 4 | INTU |
Intuit Inc.
This page
|
653 | $170,433 | |
| 5 | WDAY |
Workday, Inc.
|
1,034 | $126,582 | |
| 6 | ADBE |
Adobe Inc.
|
443 | $90,823 | |
| 7 | UBER |
Uber Technologies, Inc
|
944 | $68,119 | |
| 8 | SHOP |
Shopify Inc.
|
281 | $32,084 |
All Filings in INTU
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $170,433 | 653 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $803,362 | 1,858 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,363,922 | 2,059 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,302,309 | 1,907 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,461,841 | 1,856 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,150,617 | 1,874 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,197,921 | 1,906 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||