MOODY LYNN LIEBERSON & WALKER, LLC

Position in INTU — Intuit Inc.

CIK 938592 BOSTON, MA

Position in INTU

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

Position Value

$210,627

-$168,137 QoQ

Shares Held

807

-7.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,375

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

MOODY LYNN LIEBERSON & WALKER, LLC holds $5,746,087 across 6 Software - Application names. INTU ranks #6 (3.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADP	Automatic Data Processing Inc	18,125	$4,059,093
2	SSNC	SS&C Technologies Holdings Inc	8,823	$547,467
3	CRM	Salesforce, Inc.	2,213	$346,688
4	ADBE	Adobe Inc.	1,595	$327,006
5	SAP	Sap SE	1,656	$255,206
6	INTU	Intuit Inc. This page	807	$210,627

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$210,627	807	-7.9%	Shares	Sole	2026-07-20
2026-03-31	$378,764	876	-21.8%	Shares	Sole	2026-04-13
2025-12-31	$741,910	1,120	+0.8%	Shares	Sole	2026-01-15
2025-09-30	$758,713	1,111	-33.6%	Shares	Sole	2025-10-20
2025-06-30	$1,316,917	1,672	+0.9%	Shares	Sole	2025-07-17
2025-03-31	$1,017,381	1,657	+0.2%	Shares	Sole	2025-04-28
2024-12-31	$1,039,539	1,654	-70.4%	Shares	Sole	2025-01-21
2024-09-30	$3,467,664	5,584	+84.1%	Shares	Sole	2024-10-23
2024-06-30	$1,993,317	3,033	-56.5%	Shares	Sole	2024-07-25
2024-03-31	$4,536,350	6,979	-0.9%	Shares	Sole	2024-04-23
2023-12-31	$4,402,711	7,044	+94.0%	Shares	Sole	2024-01-24
2023-09-30	$1,855,223	3,631	+293.8%	Shares	Sole	2023-10-24
2023-06-30	$422,451	922	+0.8%	Shares	Sole	2023-07-27
2023-03-31	$407,934	915	0.0%	Shares	Sole	2023-05-02
2022-12-31	$356,136	915	-7.6%	Shares	Sole	2023-02-01
2022-09-30	$383,446	990	0.0%	Shares	Sole	2022-10-26
2022-06-30	$381,585	990	-61.6%	Shares	Sole	2022-07-28
2022-03-31	$1,240,086	2,579	-78.4%	Shares	Sole	2022-04-27
2021-12-31	$7,683,262	11,945	+43.7%	Shares	Sole	2022-01-26
2021-09-30	$4,483,328	8,310	+30.5%	Shares	Sole	2021-10-26
2021-06-30	$3,120,422	6,366	+222.2%	Shares	Sole	2021-07-28
2021-03-31	$756,926	1,976	-46.9%	Shares	Sole	2021-04-23
2020-12-31	$1,413,421	3,721	+122.7%	Shares	Sole	2021-01-26
2020-09-30	$545,096	1,671	0.0%	Shares	Sole	2020-10-28
2020-06-30	$494,933	1,671	-92.0%	Shares	Sole	2020-07-24
2020-03-31	$4,800,330	20,871	—	Shares	Sole	2020-04-30
No filing history on record for this holder in this stock.