Intuit Inc.
GB ˙ LSE ˙ US4612021034
412,70 $ ↑237,44 (135,48%)
2026-04-07
DEL PRIS
SecurityGB:0JCT / Intuit Inc.
InstitutionModera Wealth Management, LLC
Latest Disclosed Ownership2,237 shares
Latest Disclosed Value $ 967,067
Modera Wealth Management, LLC reports 15.90% decrease in ownership of 0JCT / Intuit Inc.

On May 6, 2026 - Modera Wealth Management, LLC filed a 13F-HR form disclosing ownership of 2,237 shares of Intuit Inc. (GB:0JCT) valued at $964,304 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 2,660 shares of Intuit Inc.. This represents a change in shares of -15.90% during the quarter. The current value of the position is $923,210 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)
2026-05-06 2026-03-31 13F INTUIT COM 461202103 2,237 -423 -15.90 967 -45.09 0.0116
2026-01-21 2025-12-31 13F INTUIT COM 461202103 2,660 73 2.82 1,762 -0.28 0.0204
2025-10-31 2025-09-30 13F INTUIT COM 461202103 2,587 20 0.78 1,766 -12.66 0.0205
2025-08-06 2025-06-30 13F INTUIT COM 461202103 2,567 -1 -0.04 2,022 28.30 0.0250
2025-05-08 2025-03-31 13F INTUIT COM 461202103 2,568 -197 -7.12 1,577 -9.27 0.0213
2025-02-06 2024-12-31 13F INTUIT COM 461202103 2,765 71 2.64 1,738 3.83 0.0210
2024-10-24 2024-09-30 13F INTUIT COM 461202103 2,694 26 0.97 1,673 -4.56 0.0213
2024-07-29 2024-06-30 13F INTUIT COM 461202103 2,668 -52 -1.91 1,753 -0.85 0.0258
2024-05-14 2024-03-31 13F INTUIT COM 461202103 2,720 41 1.53 1,768 5.62 0.0269
2024-02-14 2023-12-31 13F INTUIT COM 461202103 2,679 36 1.36 1,674 24.00 0.0277
2023-11-30 2023-09-30 13F/A-1 INTUIT COM 461202103 2,643 361 15.82 1,350 29.19 0.0255
2023-11-01 2023-09-30 13F INTUIT COM 461202103 2,643 361 1,350 0.0255
2023-08-07 2023-06-30 13F INTUIT COM 461202103 2,282 1,106 94.05 1,046 99.43 0.0190
2023-05-05 2023-03-31 13F INTUIT COM 461202103 1,176 -5 -0.42 524 14.16 0.0203
2023-02-07 2022-12-31 13F INTUIT COM 461202103 1,181 0 0.00 460 0.44 0.0187
2022-11-01 2022-09-30 13F INTUIT COM 461202103 1,181 5 0.43 457 0.88 0.0231
2022-07-27 2022-06-30 13F INTUIT COM 461202103 1,176 -134 -10.23 453 -28.10 0.0216
2022-05-03 2022-03-31 13F INTUIT COM 461202103 1,310 -334 -20.32 630 -40.40 0.0279
2022-02-04 2021-12-31 13F INTUIT COM 461202103 1,644 455 38.27 1,057 64.90 0.0404
2021-11-04 2021-09-30 13F INTUIT COM 461202103 1,189 2 0.17 641 10.14 0.0329
2021-08-02 2021-06-30 13F INTUIT COM 461202103 1,187 15 1.28 582 29.62 0.0314
2021-04-29 2021-03-31 13F INTUIT COM 461202103 1,172 -198 -14.45 449 -13.65 0.0292
2021-02-11 2020-12-31 13F INTUIT COM 461202103 1,370 1,370 520 0.0412
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.