NEVILLE RODIE & SHAW INC

Position in INTU — Intuit Inc.

CIK 71210 NEW YORK, NY

Position in INTU

as of Jun 30, 2026 · filed Jul 6, 2026 Compact

Position Value

$279,009

-$183,205 QoQ

Shares Held

1,069

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,245

of 1,740 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

NEVILLE RODIE & SHAW INC holds $6,836,315 across 4 Software - Application names. INTU ranks #3 (4.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADP	Automatic Data Processing Inc	23,933	$5,359,795
2	CRM	Salesforce, Inc.	6,240	$977,558
3	INTU	Intuit Inc. This page	1,069	$279,009
4	ROP	Roper Technologies Inc	650	$219,953

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$279,009	1,069	0.0%	Shares	Sole	2026-07-06
2026-03-31	$462,214	1,069	0.0%	Shares	Sole	2026-04-01
2025-12-31	$708,126	1,069	-9.3%	Shares	Sole	2026-01-06
2025-09-30	$805,150	1,179	0.0%	Shares	Sole	2025-10-01
2025-06-30	$928,615	1,179	0.0%	Shares	Sole	2025-07-02
2025-03-31	$723,894	1,179	0.0%	Shares	Sole	2025-04-01
2024-12-31	$741,001	1,179	0.0%	Shares	Sole	2025-01-06
2024-09-30	$732,159	1,179	-2.3%	Shares	Sole	2024-10-01
2024-06-30	$793,252	1,207	0.0%	Shares	Sole	2024-07-01
2024-03-31	$784,550	1,207	0.0%	Shares	Sole	2024-04-09
2023-12-31	$754,411	1,207	0.0%	Shares	Sole	2024-01-02
2023-09-30	$616,704	1,207	0.0%	Shares	Sole	2023-10-10
2023-06-30	$553,035	1,207	0.0%	Shares	Sole	2023-07-06
2023-03-31	$538,116	1,207	0.0%	Shares	Sole	2023-04-04
2022-12-31	$469,788	1,207	0.0%	Shares	Sole	2023-01-03
2022-09-30	$467,495	1,207	0.0%	Shares	Sole	2022-10-04
2022-06-30	$465,226	1,207	0.0%	Shares	Sole	2022-07-06
2022-03-31	$580,373	1,207	0.0%	Shares	Sole	2022-04-05
2021-12-31	$776,366	1,207	0.0%	Shares	Sole	2022-01-05
2021-09-30	$651,188	1,207	0.0%	Shares	Sole	2021-10-06
2021-06-30	$591,635	1,207	0.0%	Shares	Sole	2021-07-06
2021-03-31	$462,353	1,207	0.0%	Shares	Sole	2021-04-08
2020-12-31	$458,478	1,207	0.0%	Shares	Sole	2021-03-04
2020-09-30	$393,735	1,207	0.0%	Shares	Sole	2020-10-01
2020-06-30	$357,501	1,207	0.0%	Shares	Sole	2020-07-15
2020-03-31	$277,610	1,207	—	Shares	Sole	2020-04-01
No filing history on record for this holder in this stock.