Position in INTU
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$16,965
-$11,139 QoQ
Shares Held
65
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,566
of 1,740 holders
Holding Since
Dec 2025
3 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, 2026High Point Wealth Management, LLC holds $1,167,179 across 9 Software - Application names. INTU ranks #4 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNOW |
Snowflake Inc.
|
2,900 | $738,050 | |
| 2 | UBER |
Uber Technologies, Inc
|
5,009 | $361,449 | |
| 3 | CRM |
Salesforce, Inc.
|
135 | $21,149 | |
| 4 | INTU |
Intuit Inc.
This page
|
65 | $16,965 | |
| 5 | ADP |
Automatic Data Processing Inc
|
75 | $16,796 | |
| 6 | ADBE |
Adobe Inc.
|
45 | $9,225 | |
| 7 | DDOG |
Datadog, Inc.
|
7 | $1,822 | |
| 8 | SHOP |
Shopify Inc.
|
10 | $1,141 |
All Filings in INTU
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,965 | 65 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $28,104 | 65 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $43,057 | 65 | Shares | Sole | 2026-01-29 | |
| No filing history on record for this holder in this stock. | ||||||