Intuit Inc.
GB ˙ LSE ˙ US4612021034
412,70 $ ↑237,44 (135,48%)
2026-04-07
DEL PRIS
SecurityGB:0JCT / Intuit Inc.
InstitutionEverSource Wealth Advisors, LLC
Latest Disclosed Ownership2,050 shares
Latest Disclosed Value $ 886,928
EverSource Wealth Advisors, LLC reports 43.26% increase in ownership of 0JCT / Intuit Inc.

On May 15, 2026 - EverSource Wealth Advisors, LLC filed a 13F-HR/A form disclosing ownership of 2,050 shares of Intuit Inc. (GB:0JCT) valued at $883,694 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 1,431 shares of Intuit Inc.. This represents a change in shares of 43.26% during the quarter. The current value of the position is $846,035 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)
2026-05-15 2026-03-31 13F/A-1 INTUIT COM Stock 461202103 2,050 619 43.26 887 -6.54 0.0041
2026-05-14 2026-03-31 13F INTUIT COM Stock 461202103 3,128 1,697 182 0.0010
2026-02-06 2025-12-31 13F INTUIT COM Stock 461202103 1,431 -10 -0.69 948 -3.66 0.0349
2025-11-10 2025-09-30 13F INTUIT COM Stock 461202103 1,441 156 12.14 984 -2.86 0.0389
2025-08-13 2025-06-30 13F INTUIT COM Stock 461202103 1,285 434 51.00 1,013 94.06 0.0457
2025-05-13 2025-03-31 13F INTUIT COM Stock 461202103 851 250 41.60 523 38.46 0.0287
2025-02-10 2024-12-31 13F INTUIT COM Stock 461202103 601 51 9.27 378 10.56 0.0212
2024-11-08 2024-09-30 13F INTUIT COM Stock 461202103 550 25 4.76 342 0.59 0.0216
2024-08-13 2024-06-30 13F INTUIT COM Stock 461202103 525 68 14.88 340 18.53 0.0226
2024-06-11 2024-03-31 13F/A-1 INTUIT COM Stock 461202103 457 8 1.78 286 2.14 0.0225
2024-05-13 2024-03-31 13F INTUIT COM Stock 461202103 449 0 281 0.0099
2024-02-09 2023-12-31 13F INTUIT COM Stock 461202103 449 16 3.70 281 26.70 0.0257
2023-11-03 2023-09-30 13F INTUIT COM Stock 461202103 433 31 7.71 221 20.11 0.0235
2023-08-04 2023-06-30 13F INTUIT COM Stock 461202103 402 -224 -35.78 184 -34.05 0.0203
2023-05-11 2023-03-31 13F INTUIT COM Stock 461202103 626 78 14.23 279 30.99 0.0347
2023-02-09 2022-12-31 13F INTUIT COM Stock 461202103 548 -131 -19.29 213 -19.32 0.0323
2022-11-07 2022-09-30 13F INTUIT COM Stock 461202103 679 201 42.05 264 43.48 0.0604
2022-08-01 2022-06-30 13F INTUIT COM Stock 461202103 478 296 162.64 184 111.49 0.0474
2022-05-25 2022-03-31 13F INTUIT COM Stock 461202103 182 98 116.67 87 61.11 0.0221
2022-02-17 2021-12-31 13F/A-1 INTUIT COM Stock 461202103 84 84 54 0.0151
2022-02-07 2021-12-31 13F INTUIT COM Stock 461202103 84 84 54 0.0151
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.