Position in INTU
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$6,264
-$699,812 QoQ
Shares Held
24
-98.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,649
of 1,740 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026VALLEY WEALTH MANAGERS, INC. holds $41,857,271 across 6 Software - Application names. INTU ranks #6 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
128,065 | $20,062,661 | |
| 2 | SSNC |
SS&C Technologies Holdings Inc
|
254,011 | $15,761,381 | |
| 3 | ADP |
Automatic Data Processing Inc
|
24,486 | $5,483,639 | |
| 4 | NOW |
ServiceNow, Inc.
|
4,019 | $399,006 | |
| 5 | UBER |
Uber Technologies, Inc
|
2,000 | $144,320 | |
| 6 | INTU |
Intuit Inc.
This page
|
24 | $6,264 |
All Filings in INTU
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,264 | 24 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $706,076 | 1,633 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $686,929 | 1,037 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $733,445 | 1,074 | Shares | Sole | 2025-11-03 | |
| No filing history on record for this holder in this stock. | ||||||