Position in INTU
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$493,029
-$323,736 QoQ
Shares Held
1,889
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#1,037
of 1,739 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, 2026Papamarkou Wellner Asset Management inc. holds $720,338 across 2 Software - Application names. INTU ranks #1 (68.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INTU |
Intuit Inc.
This page
|
1,889 | $493,029 | |
| 2 | ADP |
Automatic Data Processing Inc
|
1,015 | $227,309 |
All Filings in INTU
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $493,029 | 1,889 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $816,765 | 1,889 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,672,610 | 2,525 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,680,641 | 2,461 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $1,938,357 | 2,461 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,596,374 | 2,600 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,979,775 | 3,150 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||