Intuit Inc.
GB ˙ LSE ˙ US4612021034
412,70 $ ↑237,44 (135,48%)
2026-04-07
DEL PRIS
SecurityGB:0JCT / Intuit Inc.
InstitutionPrentice Wealth Management LLC
Latest Disclosed Ownership876 shares
Latest Disclosed Value $ 378,765
Prentice Wealth Management LLC reports 3.06% increase in ownership of 0JCT / Intuit Inc.

On April 17, 2026 - Prentice Wealth Management LLC filed a 13F-HR form disclosing ownership of 876 shares of Intuit Inc. (GB:0JCT) valued at $377,617 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 850 shares of Intuit Inc.. This represents a change in shares of 3.06% during the quarter. The current value of the position is $361,525 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)
2026-04-17 2026-03-31 13F INTUIT COM 461202103 876 26 3.06 379 -32.86 0.0855
2026-01-30 2025-12-31 13F INTUIT COM 461202103 850 22 2.66 563 -0.35 0.1287
2025-10-09 2025-09-30 13F INTUIT COM 461202103 828 13 1.60 565 -11.86 0.1394
2025-07-31 2025-06-30 13F INTUIT COM 461202103 815 -5 -0.61 642 27.44 0.1687
2025-04-17 2025-03-31 13F INTUIT COM 461202103 820 48 6.22 503 3.71 0.1453
2025-02-03 2024-12-31 13F INTUIT COM 461202103 772 64 9.04 485 10.48 0.1403
2024-10-07 2024-09-30 13F INTUIT COM 461202103 708 342 93.44 440 82.92 0.1306
2024-07-11 2024-06-30 13F INTUIT COM 461202103 366 31 9.25 241 10.60 0.0785
2024-04-15 2024-03-31 13F INTUIT COM 461202103 335 0 0.00 218 3.83 0.0756
2024-01-11 2023-12-31 13F INTUIT COM 461202103 335 335 209 0.0816
2022-07-28 2022-06-30 13F INTUIT COM 461202103 0 0 0 0.0000
2022-10-31 2022-03-31 13F INTUIT COM 461202103 0 -342 -100.00 0 -100.00
2022-10-31 2021-12-31 13F INTUIT COM 461202103 342 0 0.00 221 19.46 0.1034
2021-11-10 2021-09-30 13F INTUIT COM 461202103 342 -1 -0.29 185 10.12 0.0895
2021-08-11 2021-06-30 13F INTUIT COM 461202103 343 113 49.13 168 90.91 0.0862
2021-06-17 2021-03-31 13F/A-1 INTU COM 461202103 230 230 88 0.0490
2021-06-08 2021-03-31 13F INTU COM 461202103 88,104 88,104 88 0.0490
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.