Position in INTU
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,211,192
-$1,969,922 QoQ
Shares Held
8,472
-12.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#647
of 1,736 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Fiduciary Trust Co holds $60,301,217 across 25 Software - Application names. INTU ranks #6 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
90,262 | $20,214,174 | |
| 2 | NOW |
ServiceNow, Inc.
|
124,743 | $12,384,485 | |
| 3 | CRM |
Salesforce, Inc.
|
27,444 | $4,299,376 | |
| 4 | UBER |
Uber Technologies, Inc
|
57,670 | $4,161,466 | |
| 5 | ROP |
Roper Technologies Inc
|
9,145 | $3,094,575 | |
| 6 | INTU |
Intuit Inc.
This page
|
8,472 | $2,211,192 | |
| 7 | ADBE |
Adobe Inc.
|
10,364 | $2,124,826 | |
| 8 | PAYX |
Paychex Inc
|
20,719 | $2,037,298 |
All Filings in INTU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,211,192 | 8,472 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $4,181,114 | 9,670 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,642,084 | 10,027 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $7,484,693 | 10,960 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,190,771 | 7,860 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,647,903 | 7,570 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,737,633 | 7,538 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,647,564 | 7,484 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,925,131 | 7,494 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $4,848,350 | 7,459 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $4,716,476 | 7,546 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $3,943,945 | 7,719 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,589,917 | 7,835 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $2,707,970 | 6,074 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,862,417 | 4,785 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,930,015 | 4,983 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,903,301 | 4,938 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,528,255 | 5,258 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $2,805,081 | 4,361 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,229,254 | 4,132 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,057,243 | 4,197 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,073,333 | 2,802 | Shares | Sole | 2021-05-19 | |
| 2020-12-31 | $969,376 | 2,552 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $869,348 | 2,665 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $786,976 | 2,657 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $609,960 | 2,652 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||