Position in INTU
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,656,828
-$1,256,979 QoQ
Shares Held
6,348
-5.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#120
of 465 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 53%
Shared 0%
None 47%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Wealth Enhancement Trust Services, Inc. holds $4,149,014 across 51 Software - Application names. INTU ranks #1 (39.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INTU |
Intuit Inc.
This page
|
6,348 | $1,656,828 | |
| 2 | ALKT |
Alkami Technology, Inc.
|
46,310 | $839,137 | |
| 3 | ADP |
Automatic Data Processing Inc
|
2,356 | $527,625 | |
| 4 | CRM |
Salesforce, Inc.
|
1,305 | $204,440 | |
| 5 | SAP |
Sap SE
|
1,014 | $156,267 | |
| 6 | SHOP |
Shopify Inc.
|
1,180 | $134,732 | |
| 7 | ADBE |
Adobe Inc.
|
657 | $134,698 | |
| 8 | PAYC |
Paycom Software, Inc.
|
755 | $94,888 |
All Filings in INTU
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,656,828 | 6,348 | Shares | Defined | 2026-07-22 | |
| 2026-03-31 | $2,913,807 | 6,739 | Shares | Defined | 2026-04-08 | |
| 2025-12-31 | $2,416,508 | 3,648 | Shares | Defined | 2026-01-27 | |
| No filing history on record for this holder in this stock. | ||||||