Position in INTU
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$29,493
-$26,284 QoQ
Shares Held
113
-12.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,532
of 1,740 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Clark Wealth Partners holds $201,499 across 16 Software - Application names. INTU ranks #3 (14.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNOW |
Snowflake Inc.
|
343 | $87,293 | |
| 2 | ROP |
Roper Technologies Inc
|
151 | $51,096 | |
| 3 | INTU |
Intuit Inc.
This page
|
113 | $29,493 | |
| 4 | UBER |
Uber Technologies, Inc
|
102 | $7,360 | |
| 5 | CDNS |
Cadence Design Systems Inc
|
14 | $5,254 | |
| 6 | ADP |
Automatic Data Processing Inc
|
20 | $4,479 | |
| 7 | DDOG |
Datadog, Inc.
|
16 | $4,165 | |
| 8 | ADBE |
Adobe Inc.
|
20 | $4,100 |
All Filings in INTU
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,493 | 113 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $55,777 | 129 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $92,738 | 140 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $95,607 | 140 | Shares | Sole | 2026-02-04 | |
| 2025-06-30 | $118,932 | 151 | Shares | Sole | 2026-02-04 | |
| 2025-03-31 | $69,380 | 113 | Shares | Sole | 2026-02-04 | |
| 2024-12-31 | $79,191 | 126 | Shares | Sole | 2026-02-04 | |
| No filing history on record for this holder in this stock. | ||||||