Intuit Inc.
GB ˙ LSE ˙ US4612021034
412,70 $ ↑237,44 (135,48%)
2026-04-07
DEL PRIS
SecurityGB:0JCT / Intuit Inc.
InstitutionRMR Wealth Builders
Latest Disclosed Ownership1,350 shares
Latest Disclosed Value $ 583,716
RMR Wealth Builders reports 64.14% decrease in ownership of 0JCT / Intuit Inc.

On April 22, 2026 - RMR Wealth Builders filed a 13F-HR form disclosing ownership of 1,350 shares of Intuit Inc. (GB:0JCT) valued at $581,944 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 3,765 shares of Intuit Inc.. This represents a change in shares of -64.14% during the quarter. The current value of the position is $557,145 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-22 2026-03-31 13F INTUIT COM 461202103 1,350 -2,415 -64.14 584 -76.62 0.0460
2026-01-29 2025-12-31 13F INTUIT COM 461202103 3,765 474 14.40 2,494 10.99 0.1995
2025-11-05 2025-09-30 13F INTUIT COM 461202103 3,291 215 6.99 2,247 -7.26 0.1881
2025-07-08 2025-06-30 13F INTUIT COM 461202103 3,076 135 4.59 2,423 34.24 0.2202
2025-04-16 2025-03-31 13F INTUIT COM 461202103 2,941 430 17.12 1,806 14.39 0.1901
2025-01-14 2024-12-31 13F/A-1 INTUIT COM 461202103 2,511 177 7.58 1,578 8.90 0.1631
2025-01-10 2024-12-31 13F INTUIT COM 461202103 2,511 177 1,578 0.1641
2024-10-21 2024-09-30 13F INTUIT COM 461202103 2,334 -48 -2.02 1,450 -7.41 0.1536
2024-07-23 2024-06-30 13F INTUIT COM 461202103 2,382 146 6.53 1,565 7.71 0.1796
2024-04-15 2024-03-31 13F INTUIT COM 461202103 2,236 232 11.58 1,453 16.05 0.1758
2024-02-06 2023-12-31 13F INTUIT COM 461202103 2,004 176 9.63 1,252 34.05 0.1759
2023-10-23 2023-09-30 13F INTUIT COM 461202103 1,828 702 62.34 934 81.01 0.1492
2023-07-21 2023-06-30 13F INTUIT COM 461202103 1,126 -977 -46.46 516 -44.93 0.0878
2023-04-11 2023-03-31 13F INTUIT COM 461202103 2,103 1,000 90.66 938 118.41 0.1783
2023-02-15 2022-12-31 13F/A-1 INTUIT COM 461202103 1,103 43 4.06 429 4.63 0.0973
2022-11-08 2022-09-30 13F INTUIT COM 461202103 1,060 -28 -2.57 410 -2.15 0.1003
2022-08-02 2022-06-30 13F INTUIT COM 461202103 1,088 0 0.00 419 -19.89 0.1044
2022-05-13 2022-03-31 13F INTUIT COM 461202103 1,088 1,088 523 0.1122
2022-02-02 2021-12-31 13F INTUIT COM 461202103 0 -1,030 -100.00 0 -100.00
2021-10-18 2021-09-30 13F INTUIT COM 461202103 1,030 0 0.00 556 10.10 0.1633
2021-08-16 2021-06-30 13F INTUIT COM Common Stock 461202103 1,030 -775 -42.94 505 -26.92 0.1656
2021-05-13 2021-03-31 13F INTUIT COM 461202103 1,805 775 75.24 691 76.73 0.1795
2021-02-26 2020-12-31 13F/A-1 INTUIT COM 461202103 1,030 -885 -46.21 391 -37.44 0.1921
2021-02-09 2020-12-31 13F INTUIT COM 461202103 977 -938 391 214,038.9868
2020-11-13 2020-09-30 13F INTUIT COM 461202103 1,915 938 96.01 625 116.26 0.1623
2020-08-19 2020-06-30 13F INTUIT COM 461202103 977 0 0.00 289 12.89 0.2576
2020-03-03 2019-12-31 13F INTUIT COM COM 461202103 977 977 256 0.2466
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.