Intuit Inc.
GB ˙ LSE ˙ US4612021034
412,70 $ ↑237,44 (135,48%)
2026-04-07
DEL PRIS
SecurityGB:0JCT / Intuit Inc.
InstitutionNewman Dignan & Sheerar, Inc.
Latest Disclosed Ownership620 shares
Latest Disclosed Value $ 268,076
Newman Dignan & Sheerar, Inc. reports 4.62% decrease in ownership of 0JCT / Intuit Inc.

On April 13, 2026 - Newman Dignan & Sheerar, Inc. filed a 13F-HR form disclosing ownership of 620 shares of Intuit Inc. (GB:0JCT) valued at $267,263 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 650 shares of Intuit Inc.. This represents a change in shares of -4.62% during the quarter. The current value of the position is $255,874 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)
2026-04-13 2026-03-31 13F Intuit COM 461202103 620 -30 -4.62 268 -37.67 0.0564
2026-01-22 2025-12-31 13F Intuit COM 461202103 650 0 0.00 431 -2.93 0.0898
2025-10-09 2025-09-30 13F Intuit COM 461202103 650 0 0.00 444 -13.48 0.0959
2025-07-18 2025-06-30 13F Intuit COM 461202103 650 10 1.56 512 30.61 0.1177
2025-05-14 2025-03-31 13F/A-1 Intuit COM 461202103 640 40 6.67 393 3.98 0.1073
2025-05-02 2025-03-31 13F Intuit COM 461202103 600 0 377 0.0966
2025-01-30 2024-12-31 13F Intuit COM 461202103 600 0 0.00 377 2.72 0.0966
2024-11-12 2024-09-30 13F Intuit COM 461202103 600 0 0.00 367 -6.85 0.0880
2024-07-15 2024-06-30 13F Intuit COM 461202103 600 0 0.00 394 1.03 0.1017
2024-04-29 2024-03-31 13F Intuit COM 461202103 600 0 0.00 390 4.00 0.1043
2024-02-09 2023-12-31 13F Intuit COM 461202103 600 0 0.00 375 22.55 0.1132
2023-11-08 2023-09-30 13F Intuit COM 461202103 600 0 0.00 307 11.68 0.1006
2023-08-02 2023-06-30 13F Intuit COM 461202103 600 0 0.00 275 2.62 0.0849
2023-04-28 2023-03-31 13F Intuit COM 461202103 600 0 0.00 267 14.59 0.0859
2023-01-20 2022-12-31 13F Intuit COM 461202103 600 -3 -0.50 234 -0.43 0.0774
2022-10-18 2022-09-30 13F Intuit COM 461202103 603 3 0.50 234 1.30 0.0367
2022-08-03 2022-06-30 13F Intuit COM 461202103 600 0 0.00 231 -20.07 0.0788
2022-04-14 2022-03-31 13F Intuit COM 461202103 600 0 0.00 289 -25.13 0.0555
2022-01-18 2021-12-31 13F Intuit COM 461202103 600 -2 -0.33 386 18.77 0.1170
2021-10-07 2021-09-30 13F Intuit COM 461202103 602 0 0.00 325 10.17 0.0939
2021-07-28 2021-06-30 13F Intuit COM 461202103 602 2 0.33 295 28.26 0.0994
2021-05-05 2021-03-31 13F Intuit COM 461202103 600 0 0.00 230 0.88 0.0834
2021-01-29 2020-12-31 13F Intuit COM 461202103 600 600 228 0.0367
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.