Intuit Inc.
GB ˙ LSE ˙ US4612021034
412,70 $ ↑237,44 (135,48%)
2026-04-07
DEL PRIS
SecurityGB:0JCT / Intuit Inc.
InstitutionMONECO Advisors, LLC
Latest Disclosed Ownership861 shares
Latest Disclosed Value $ 372,269
MONECO Advisors, LLC reports 8.79% decrease in ownership of 0JCT / Intuit Inc.

On May 7, 2026 - MONECO Advisors, LLC filed a 13F-HR form disclosing ownership of 861 shares of Intuit Inc. (GB:0JCT) valued at $371,151 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 944 shares of Intuit Inc.. This represents a change in shares of -8.79% during the quarter. The current value of the position is $355,335 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)
2026-05-07 2026-03-31 13F INTUIT COM 461202103 861 -83 -8.79 372 -40.48 0.0289
2026-02-04 2025-12-31 13F INTUIT COM 461202103 944 -31 -3.18 626 -6.02 0.0497
2025-11-05 2025-09-30 13F INTUIT COM 461202103 975 -102 -9.47 666 -21.58 0.0556
2025-08-13 2025-06-30 13F INTUIT COM 461202103 1,077 18 1.70 848 30.46 0.0789
2025-08-15 2025-03-31 13F/A-1 INTUIT COM 461202103 1,059 -172 -13.97 650 -15.91 0.0673
2025-05-08 2025-03-31 13F INTUIT COM 461202103 1,056 -172 648 0.0667
2025-08-15 2024-12-31 13F/A-1 INTUIT COM 461202103 1,231 115 10.30 773 11.71 0.0816
2025-02-04 2024-12-31 13F INTUIT COM 461202103 1,228 112 772 0.0813
2024-10-25 2024-09-30 13F INTUIT COM 461202103 1,116 7 0.63 693 -4.95 0.0862
2024-07-19 2024-06-30 13F INTUIT COM 461202103 1,109 285 34.59 729 36.07 0.1071
2024-07-19 2024-03-31 13F/A-1 INTUIT COM 461202103 824 -150 -15.40 535 -12.01 0.0850
2024-04-25 2024-03-31 13F INTUIT COM 461202103 824 -150 535 0.0867
2024-03-13 2023-12-31 13F/A-1 INTUIT COM 461202103 974 -1 -0.10 609 22.33 0.1160
2024-02-05 2023-12-31 13F INTUIT COM 461202103 972 -1 607 0.1157
2024-03-13 2023-09-30 13F/A-1 INTUIT COM 461202103 975 6 0.62 498 12.19 0.1351
2023-11-06 2023-09-30 13F INTUIT COM 461202103 973 6 497 0.1384
2024-03-13 2023-06-30 13F/A-1 INTUIT COM 461202103 969 12 1.25 444 3.99 0.1208
2023-08-03 2023-06-30 13F INTUIT COM 461202103 967 10 443 0.1216
2023-05-12 2023-03-31 13F INTUIT COM 461202103 957 97 11.28 427 27.54 0.1256
2023-01-30 2022-12-31 13F INTUIT COM 461202103 860 1 0.12 335 0.30 0.1209
2022-11-02 2022-09-30 13F INTUIT COM 461202103 859 -2 -0.23 333 0.30 0.1332
2022-08-10 2022-06-30 13F INTUIT COM 461202103 861 -4 -0.46 332 -20.19 0.1289
2022-05-09 2022-03-31 13F INTUIT COM 461202103 865 -12 -1.37 416 -11.49 0.1528
2022-02-08 2021-12-31 13F INTUIT COM 461202103 877 -61 -6.50 470 -7.11 0.1766
2021-11-03 2021-09-30 13F INTUIT COM 461202103 938 213 29.38 506 42.54 0.1996
2021-08-10 2021-06-30 13F INTUIT COM 461202103 725 0 0.00 355 27.70 0.1634
2021-05-17 2021-03-31 13F INTUIT COM 461202103 725 -101 -12.23 278 -7.64 0.1351
2021-01-22 2020-12-31 13F INTUIT COM 461202103 826 116 16.34 301 29.74 0.1661
2020-10-20 2020-09-30 13F INTUIT COM 461202103 710 710 232 0.1479
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.