NORTHSTAR ASSET MANAGEMENT INC

Position in INTU — Intuit Inc.

CIK 869304 Boston, MA

Position in INTU

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$2,986,623

-$2,590,646 QoQ

Shares Held

11,443

-11.3% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

1.18%

of 13F equity value

Holder Rank

#579

of 1,740 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

NORTHSTAR ASSET MANAGEMENT INC holds $20,886,274 across 5 Software - Application names. INTU ranks #3 (14.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADP	Automatic Data Processing Inc	35,000	$7,838,250
2	DDOG	Datadog, Inc.	28,529	$7,427,810
3	INTU	Intuit Inc. This page	11,443	$2,986,623
4	CRM	Salesforce, Inc.	9,955	$1,559,550
5	ZM	Zoom Communications, Inc.	12,444	$1,074,041

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,986,623	11,443	-11.3%	Shares	Sole	2026-07-28
2026-03-31	$5,577,269	12,899	-37.9%	Shares	Sole	2026-05-13
2025-12-31	$13,760,450	20,773	+1.8%	Shares	Sole	2026-02-12
2025-09-30	$13,936,827	20,408	+2.2%	Shares	Sole	2025-10-30
2025-06-30	$15,724,245	19,964	-2.1%	Shares	Sole	2025-07-31
2025-03-31	$12,517,414	20,387	-1.1%	Shares	Sole	2025-07-15
2024-12-31	$12,957,156	20,616	-2.6%	Shares	Sole	2025-07-15
2024-09-30	$13,140,981	21,161	-0.4%	Shares	Sole	2025-07-15
2024-06-30	$13,957,825	21,238	-1.6%	Shares	Sole	2025-07-15
2024-03-31	$14,030,900	21,586	-16.2%	Shares	Sole	2025-07-15
2023-12-31	$16,095,147	25,751	-1.0%	Shares	Sole	2024-02-09
2023-09-30	$13,290,060	26,011	-0.5%	Shares	Sole	2023-11-08
2023-06-30	$11,980,752	26,148	-0.0%	Shares	Sole	2023-08-03
2023-03-31	$11,658,900	26,151	+2.9%	Shares	Sole	2023-04-28
2022-12-31	$9,889,301	25,408	+5.2%	Shares	Sole	2023-02-08
2022-09-30	$9,354,165	24,151	+4.4%	Shares	Sole	2023-05-15
2022-06-30	$8,918,696	23,139	+4.2%	Shares	Sole	2023-05-15
2022-03-31	$10,680,418	22,212	-11.7%	Shares	Sole	2023-05-15
2021-12-31	$16,188,560	25,168	-10.0%	Shares	Sole	2023-05-15
2021-09-30	$15,093,331	27,976	-4.4%	Shares	Sole	2023-05-15
2021-06-30	$14,348,746	29,273	+2.4%	Shares	Sole	2023-05-15
2021-03-31	$10,955,132	28,599	—	Shares	Sole	2023-05-15
No filing history on record for this holder in this stock.