Intuit Inc.
GB ˙ LSE ˙ US4612021034
412,70 $ ↑237,44 (135,48%)
2026-04-07
DEL PRIS
SecurityGB:0JCT / Intuit Inc.
InstitutionBSW Wealth Partners
Latest Disclosed Ownership1,811 shares
Latest Disclosed Value $ 782,827
BSW Wealth Partners reports 5.92% decrease in ownership of 0JCT / Intuit Inc.

On April 14, 2026 - BSW Wealth Partners filed a 13F-HR form disclosing ownership of 1,811 shares of Intuit Inc. (GB:0JCT) valued at $780,668 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 1,925 shares of Intuit Inc.. This represents a change in shares of -5.92% during the quarter. The current value of the position is $747,400 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-14 2026-03-31 13F INTUIT COM 461202103 1,811 -114 -5.92 783 -38.67 0.0955
2026-01-23 2025-12-31 13F INTUIT COM 461202103 1,925 -86 -4.28 1,275 -7.14 0.1530
2025-10-15 2025-09-30 13F INTUIT COM 461202103 2,011 93 4.85 1,373 -9.07 0.1710
2025-07-18 2025-06-30 13F INTUIT COM 461202103 1,918 11 0.58 1,510 29.06 0.2070
2025-04-24 2025-03-31 13F INTUIT COM 461202103 1,907 147 8.35 1,171 5.79 0.1777
2025-01-22 2024-12-31 13F INTUIT COM 461202103 1,760 9 0.51 1,106 1.75 0.1624
2024-10-29 2024-09-30 13F INTUIT COM 461202103 1,751 98 5.93 1,088 0.09 0.1632
2024-07-16 2024-06-30 13F INTUIT COM 461202103 1,653 -44 -2.59 1,087 -1.54 0.1783
2024-04-23 2024-03-31 13F INTUIT COM 461202103 1,697 -108 -5.98 1,103 -2.22 0.1869
2024-01-25 2023-12-31 13F INTUIT COM 461202103 1,805 35 1.98 1,128 24.78 0.2237
2023-10-27 2023-09-30 13F INTUIT COM 461202103 1,770 -209 -10.56 904 -0.22 0.2012
2023-08-11 2023-06-30 13F INTUIT COM 461202103 1,979 85 4.49 907 7.35 0.1892
2023-05-15 2023-03-31 13F INTUIT COM 461202103 1,894 84 4.64 844 0.1729
2023-02-14 2022-12-31 13F INTUIT COM 461202103 1,810 -276 -13.23 1 -100.00 0.1512
2022-11-14 2022-09-30 13F INTUIT COM 461202103 2,086 -9 -0.43 808 0.12 0.1984
2022-08-15 2022-06-30 13F INTUIT COM 461202103 2,095 -89 -4.08 807 -23.14 0.1934
2022-05-16 2022-03-31 13F INTUIT COM 461202103 2,184 240 12.35 1,050 -16.07 0.2654
2022-02-14 2021-12-31 13F INTUIT COM 461202103 1,944 -51 -2.56 1,251 16.16 0.3141
2021-11-15 2021-09-30 13F INTUIT COM 461202103 1,995 -172 -7.94 1,077 1.41 0.3010
2021-08-16 2021-06-30 13F INTUIT COM 461202103 2,167 -30 -1.37 1,062 26.13 0.2920
2021-05-17 2021-03-31 13F INTUIT COM 461202103 2,197 295 15.51 842 16.46 0.2433
2021-02-16 2020-12-31 13F INTUIT COM 461202103 1,902 18 0.96 723 17.56 0.2222
2020-11-13 2020-09-30 13F INTUIT COM 461202103 1,884 -58 -2.99 615 6.96 0.2308
2020-08-13 2020-06-30 13F INTUIT COM 461202103 1,942 155 8.67 575 39.90 0.1927
2020-05-14 2020-03-31 13F INTUIT COM 461202103 1,787 -84 -4.49 411 -16.12 0.1707
2020-02-18 2019-12-31 13F INTUIT COM 461202103 1,871 -129 -6.45 490 -7.89 0.1669
2019-11-12 2019-09-30 13F INTUIT COM 461202103 2,000 2,000 532 0.2047
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.