Intuit Inc.
GB ˙ LSE ˙ US4612021034
412,70 $ ↑237,44 (135,48%)
2026-04-07
DEL PRIS
SecurityGB:0JCT / Intuit Inc.
InstitutionJGP Wealth Management, LLC
Latest Disclosed Ownership14,746 shares
Latest Disclosed Value $ 6,375,773
JGP Wealth Management, LLC reports 8.20% decrease in ownership of 0JCT / Intuit Inc.

On April 8, 2026 - JGP Wealth Management, LLC filed a 13F-HR form disclosing ownership of 14,746 shares of Intuit Inc. (GB:0JCT) valued at $6,356,558 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 12, 2026 disclosing 16,063 shares of Intuit Inc.. This represents a change in shares of -8.20% during the quarter. The current value of the position is $6,085,674 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)
2026-04-08 2026-03-31 13F INTUIT COM 461202103 14,746 -1,317 -8.20 6,376 -40.08 0.6632
2026-01-12 2025-12-31 13F INTUIT COM 461202103 16,063 468 3.00 10,641 0.07 1.1090
2025-10-15 2025-09-30 13F INTUIT COM 461202103 15,595 114 0.74 10,634 -12.79 1.1784
2025-07-28 2025-06-30 13F INTUIT COM 461202103 15,481 -155 -0.99 12,193 27.01 1.4775
2025-04-09 2025-03-31 13F INTUIT COM 461202103 15,636 -7,584 -32.66 9,600 -34.22 1.2634
2025-01-15 2024-12-31 13F INTUIT COM 461202103 23,220 477 2.10 14,594 3.33 1.8864
2024-10-09 2024-09-30 13F INTUIT COM 461202103 22,743 267 1.19 14,123 -4.39 1.8181
2024-07-12 2024-06-30 13F INTUIT COM 461202103 22,476 417 1.89 14,771 3.02 2.1069
2024-04-24 2024-03-31 13F INTUIT COM 461202103 22,059 19,570 786.26 14,338 822.06 2.0817
2024-01-10 2023-12-31 13F INTUIT COM 461202103 2,489 2,489 1,556 0.2310
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.