Position in INTU
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$19,889
-$10,582 QoQ
Shares Held
46
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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 Mar 31, 2026Copia Wealth Management holds $567,335 across 19 Software - Application names. INTU ranks #4 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PTRN |
Pattern Group Inc.
|
21,428 | $266,350 | |
| 2 | SNOW |
Snowflake Inc.
|
1,018 | $153,534 | |
| 3 | ADP |
Automatic Data Processing Inc
|
270 | $54,858 | |
| 4 | INTU |
Intuit Inc.
This page
|
46 | $19,889 | |
| 5 | SAP |
Sap SE
|
106 | $18,148 | |
| 6 | AZ |
A2z Cust2mate Solutions Corp.
|
1,950 | $13,006 | |
| 7 | ADBE |
Adobe Inc.
|
43 | $10,452 | |
| 8 | NOW |
ServiceNow, Inc.
|
70 | $7,318 |
All Filings in INTU
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19,889 | 46 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $30,471 | 46 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $27,316 | 40 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $31,505 | 40 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $24,559 | 40 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $25,140 | 40 | Shares | Sole | 2025-03-06 | |
| No filing history on record for this holder in this stock. | ||||||