HOWE & RUSLING INC

Position in INTU — Intuit Inc.

CIK 769963 ROCHESTER, NY

Position in INTU

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$352,872

-$12,237,601 QoQ

Shares Held

1,352

-95.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,155

of 1,736 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 60% Shared 0% None 40%

Technology · as of Jun 30, 2026

HOWE & RUSLING INC holds $19,566,335 across 6 Software - Application names. INTU ranks #5 (1.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CDNS	Cadence Design Systems Inc	25,554	$9,590,927
2	DDOG	Datadog, Inc.	29,477	$7,674,631
3	PAYX	Paychex Inc	8,872	$872,383
4	ADBE	Adobe Inc.	4,030	$826,230
5	INTU	Intuit Inc. This page	1,352	$352,872
6	NOW	ServiceNow, Inc.	2,511	$249,292

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$352,872	1,352	-95.4%	Shares	Sole	2026-08-10
2026-03-31	$12,590,473	29,119	+2.2%	Shares	Sole	2026-04-28
2025-12-31	$18,872,345	28,490	+20.7%	Shares	Sole	2026-02-17
2025-09-30	$16,124,187	23,611	+14.7%	Shares	Sole	2025-11-05
2025-06-30	$16,219,664	20,593	-1.9%	Shares	Sole	2025-08-12
2025-03-31	$12,884,579	20,985	+93.1%	Shares	Sole	2025-06-17
2024-12-31	$6,829,909	10,867	+0.1%	Shares	Sole	2025-02-12
2024-09-30	$6,742,197	10,857	+8.0%	Shares	Sole	2024-11-08
2024-06-30	$6,604,303	10,049	+18.0%	Shares	Sole	2024-08-14
2024-03-31	$5,534,100	8,514	+5.4%	Shares	Sole	2024-05-15
2023-12-31	$5,049,617	8,079	+3.8%	Shares	Sole	2024-02-06
2023-09-30	$3,978,178	7,786	+1.3%	Shares	Sole	2023-11-09
2023-06-30	$3,521,648	7,686	+3.6%	Shares	Sole	2023-08-14
2023-03-31	$3,307,612	7,419	+1960.8%	Shares	Sole	2023-05-15
2022-09-30	$139,435	360	-29.7%	Shares	Sole	2022-11-14
2022-06-30	$197,345	512	+2.4%	Shares	Sole	2022-08-15
2022-03-31	$240,420	500	-2.0%	Shares	Sole	2022-05-10
2021-12-31	$328,042	510	+41.7%	Shares	Sole	2022-02-14
2021-09-30	$194,223	360	0.0%	Shares	Sole	2021-11-15
2021-06-30	$176,461	360	0.0%	Shares	Sole	2021-08-13
2021-03-31	$137,901	360	-6.5%	Shares	Sole	2021-05-13
2020-12-31	$146,242	385	-18.1%	Shares	Sole	2021-02-08
2020-09-30	$153,318	470	0.0%	Shares	Sole	2020-11-06
2020-06-30	$139,209	470	-6.0%	Shares	Sole	2020-07-15
2020-03-31	$115,000	500	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.