WEATHERLY ASSET MANAGEMENT L. P.

Position in INTU — Intuit Inc.

CIK 934745 DEL MAR, CA

Position in INTU

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$331,470

-$288,130 QoQ

Shares Held

1,270

-11.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,182

of 1,740 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

WEATHERLY ASSET MANAGEMENT L. P. holds $9,527,189 across 5 Software - Application names. INTU ranks #4 (3.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADBE	Adobe Inc.	20,950	$4,295,169
2	NOW	ServiceNow, Inc.	32,061	$3,183,016
3	SAP	Sap SE	9,795	$1,509,507
4	INTU	Intuit Inc. This page	1,270	$331,470
5	DDOG	Datadog, Inc.	799	$208,027

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$331,470	1,270	-11.4%	Shares	Sole	2026-07-20
2026-03-31	$619,600	1,433	0.0%	Shares	Sole	2026-04-15
2025-12-31	$949,247	1,433	-0.3%	Shares	Sole	2026-01-16
2025-09-30	$981,341	1,437	-1.0%	Shares	Sole	2025-10-16
2025-06-30	$1,143,638	1,452	-6.9%	Shares	Sole	2025-07-11
2025-03-31	$957,210	1,559	-0.6%	Shares	Sole	2025-05-01
2024-12-31	$986,116	1,569	+1.0%	Shares	Sole	2025-01-29
2024-09-30	$965,034	1,554	-9.9%	Shares	Sole	2024-10-29
2024-06-30	$1,133,030	1,724	-3.7%	Shares	Sole	2024-07-31
2024-03-31	$1,164,150	1,791	+0.1%	Shares	Sole	2024-04-19
2023-12-31	$1,118,803	1,790	0.0%	Shares	Sole	2024-02-01
2023-09-30	$914,582	1,790	-16.0%	Shares	Sole	2023-10-10
2023-06-30	$975,944	2,130	-10.9%	Shares	Sole	2023-07-21
2023-03-31	$1,065,533	2,390	-5.5%	Shares	Sole	2023-04-13
2022-12-31	$984,726	2,530	-4.7%	Shares	Sole	2023-01-11
2022-09-30	$1,028,334	2,655	-1.8%	Shares	Sole	2022-10-17
2022-06-30	$1,042,615	2,705	+3.0%	Shares	Sole	2022-07-18
2022-03-31	$1,262,205	2,625	-6.6%	Shares	Sole	2022-05-06
2021-12-31	$1,807,448	2,810	-0.4%	Shares	Sole	2022-01-28
2021-09-30	$1,521,418	2,820	-0.5%	Shares	Sole	2021-11-05
2021-06-30	$1,389,631	2,835	-3.4%	Shares	Sole	2021-08-12
2021-03-31	$1,124,281	2,935	-3.8%	Shares	Sole	2021-05-05
2020-12-31	$1,158,542	3,050	-0.8%	Shares	Sole	2021-02-02
2020-09-30	$1,003,095	3,075	-3.0%	Shares	Sole	2020-10-30
2020-06-30	$938,922	3,170	0.0%	Shares	Sole	2020-07-29
2020-03-31	$729,100	3,170	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.