Intuit Inc.
GB ˙ LSE ˙ US4612021034
412,70 $ ↑237,44 (135,48%)
2026-04-07
DEL PRIS
SecurityGB:0JCT / Intuit Inc.
InstitutionConcord Wealth Partners
Latest Disclosed Ownership5,224 shares
Latest Disclosed Value $ 2,258,755
Concord Wealth Partners reports 40.88% increase in ownership of 0JCT / Intuit Inc.

On May 1, 2026 - Concord Wealth Partners filed a 13F-HR form disclosing ownership of 5,224 shares of Intuit Inc. (GB:0JCT) valued at $2,251,910 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 3,708 shares of Intuit Inc.. This represents a change in shares of 40.88% during the quarter. The current value of the position is $2,155,945 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)
2026-05-01 2026-03-31 13F INTUIT COM 461202103 5,224 1,516 40.88 2,259 -8.06 0.2932
2026-01-29 2025-12-31 13F INTUIT COM 461202103 3,708 205 5.85 2,456 2.68 0.3191
2025-11-05 2025-09-30 13F INTUIT COM 461202103 3,503 692 24.62 2,392 8.04 0.3302
2025-07-25 2025-06-30 13F INTUIT COM 461202103 2,811 -145 -4.91 2,214 22.05 0.3228
2025-05-02 2025-03-31 13F INTUIT COM 461202103 2,956 1,105 59.70 1,815 55.98 0.2980
2025-01-24 2024-12-31 13F INTUIT COM 461202103 1,851 532 40.33 1,163 42.00 0.1905
2024-10-24 2024-09-30 13F INTUIT COM 461202103 1,319 93 7.59 819 1.74 0.1367
2024-07-31 2024-06-30 13F INTUIT COM 461202103 1,226 62 5.33 806 6.48 0.1421
2024-04-30 2024-03-31 13F INTUIT COM 461202103 1,164 177 17.93 757 22.73 0.1361
2024-04-30 2023-12-31 13F/A-1 INTUIT COM 461202103 987 314 46.66 617 79.59 0.1235
2024-02-06 2023-12-31 13F INTUIT COM 461202103 987 314 617 0.1235
2024-04-30 2023-09-30 13F/A-1 INTUIT COM 461202103 673 64 10.51 344 22.94 0.0731
2023-10-25 2023-09-30 13F INTUIT COM 461202103 673 64 344 0.0731
2023-08-08 2023-06-30 13F INTUIT COM 461202103 609 158 35.03 279 38.81 0.0601
2023-04-26 2023-03-31 13F INTUIT COM 461202103 451 50 12.47 201 29.68 0.0571
2023-01-30 2022-12-31 13F INTUIT COM 461202103 401 -201 -33.39 156 -33.48 0.0469
2022-11-10 2022-09-30 13F INTUIT COM 461202103 602 16 2.73 233 3.10 0.0739
2022-08-04 2022-06-30 13F INTUIT COM 461202103 586 383 188.67 226 130.61 0.0621
2022-04-20 2022-03-31 13F INTUIT COM 461202103 203 13 6.84 98 -19.67 0.0254
2022-01-21 2021-12-31 13F INTUIT COM 461202103 190 84 79.25 122 114.04 0.0299
2021-11-09 2021-09-30 13F INTUIT COM 461202103 106 -79 -42.70 57 -37.36 0.0233
2021-07-29 2021-06-30 13F INTUIT COM 461202103 185 16 9.47 91 40.00 0.0261
2021-05-13 2021-03-31 13F INTUIT COM 461202103 169 72 74.23 65 75.68 0.0219
2021-02-16 2020-12-31 13F INTUIT COM 461202103 97 97 37 0.0285
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.