Position in INTU
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$222,633
-$157,860 QoQ
Shares Held
853
-3.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,345
of 1,740 holders
Holding Since
Mar 2020
26 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, 2026Caldwell Trust Co holds $8,184,204 across 14 Software - Application names. INTU ranks #8 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
11,075 | $2,480,246 | |
| 2 | PAYX |
Paychex Inc
|
18,036 | $1,773,479 | |
| 3 | CRM |
Salesforce, Inc.
|
10,716 | $1,678,768 | |
| 4 | SNOW |
Snowflake Inc.
|
3,000 | $763,500 | |
| 5 | UBER |
Uber Technologies, Inc
|
4,476 | $322,988 | |
| 6 | ADBE |
Adobe Inc.
|
1,558 | $319,420 | |
| 7 | ROP |
Roper Technologies Inc
|
675 | $228,412 | |
| 8 | INTU |
Intuit Inc.
This page
|
853 | $222,633 |
All Filings in INTU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $222,633 | 853 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $380,493 | 880 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $582,929 | 880 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $600,959 | 880 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $650,581 | 826 | Shares | Defined | 2025-09-22 | |
| 2025-03-31 | $507,154 | 826 | Shares | Sole | 2025-09-23 | |
| 2024-12-31 | $620,329 | 987 | Shares | Sole | 2025-09-24 | |
| 2024-09-30 | $612,927 | 987 | Shares | Sole | 2025-09-24 | |
| 2024-06-30 | $648,665 | 987 | Shares | Sole | 2025-09-24 | |
| 2024-03-31 | $641,550 | 987 | Shares | Sole | 2025-09-24 | |
| 2023-12-31 | $621,279 | 994 | Shares | Sole | 2025-10-01 | |
| 2023-09-30 | $504,297 | 987 | Shares | Sole | 2025-10-01 | |
| 2023-06-30 | $452,232 | 987 | Shares | Sole | 2025-10-01 | |
| 2023-03-31 | $445,383 | 999 | Shares | Sole | 2025-10-01 | |
| 2022-12-31 | $388,830 | 999 | Shares | Sole | 2025-10-01 | |
| 2022-09-30 | $386,932 | 999 | Shares | Sole | 2025-10-01 | |
| 2022-06-30 | $385,054 | 999 | Shares | Sole | 2025-10-02 | |
| 2022-03-31 | $480,358 | 999 | Shares | Sole | 2025-10-02 | |
| 2021-12-31 | $642,576 | 999 | Shares | Sole | 2025-10-02 | |
| 2021-09-30 | $538,970 | 999 | Shares | Sole | 2025-10-02 | |
| 2021-06-30 | $498,992 | 1,018 | Shares | Sole | 2025-10-02 | |
| 2021-03-31 | $389,954 | 1,018 | Shares | Sole | 2025-10-02 | |
| 2020-12-31 | $424,672 | 1,118 | Shares | Sole | 2025-10-02 | |
| 2020-09-30 | $384,274 | 1,178 | Shares | Sole | 2025-10-02 | |
| 2020-06-30 | $378,530 | 1,278 | Shares | Sole | 2025-10-02 | |
| 2020-03-31 | $293,940 | 1,278 | Shares | Sole | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||