Intuit Inc.
GB ˙ LSE ˙ US4612021034
412,70 $ ↑237,44 (135,48%)
2026-04-07
DEL PRIS
SecurityGB:0JCT / Intuit Inc.
InstitutionSeacrest Wealth Management, Llc
Latest Disclosed Ownership1,016 shares
Latest Disclosed Value $ 439,403
Seacrest Wealth Management, Llc reports 32.98% increase in ownership of 0JCT / Intuit Inc.

On April 15, 2026 - Seacrest Wealth Management, Llc filed a 13F-HR form disclosing ownership of 1,016 shares of Intuit Inc. (GB:0JCT) valued at $437,967 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 12, 2026 disclosing 764 shares of Intuit Inc.. This represents a change in shares of 32.98% during the quarter. The current value of the position is $419,303 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)
2026-04-15 2026-03-31 13F INTUIT COM 461202103 1,016 252 32.98 439 -11.67 0.0470
2026-01-12 2025-12-31 13F INTUIT COM 461202103 764 18 2.41 498 1.43 0.0504
2025-11-13 2025-09-30 13F INTUIT COM 461202103 746 129 20.91 491 0.82 0.0518
2025-07-11 2025-06-30 13F INTUIT COM 461202103 617 -103 -14.31 486 9.95 0.0528
2025-04-11 2025-03-31 13F INTUIT COM 461202103 720 -31 -4.13 442 -6.16 0.0500
2025-01-14 2024-12-31 13F INTUIT COM 461202103 751 64 9.32 472 10.56 0.0496
2024-10-16 2024-09-30 13F INTUIT COM 461202103 687 29 4.41 427 -1.39 0.0460
2024-07-22 2024-06-30 13F INTUIT COM 461202103 658 42 6.82 432 8.00 0.0492
2024-04-18 2024-03-31 13F INTUIT COM 461202103 616 96 18.46 400 30.72 0.0489
2024-01-18 2023-12-31 13F INTUIT COM 461202103 520 -211 -28.86 306 -17.96 0.0378
2023-10-12 2023-09-30 13F INTUIT COM 461202103 731 -132 -15.30 373 -5.57 0.0485
2023-07-14 2023-06-30 13F INTUIT COM 461202103 863 72 9.10 395 12.22 0.0499
2023-05-12 2023-03-31 13F INTUIT COM 461202103 791 -15 -1.86 353 12.46 0.0478
2023-02-14 2022-12-31 13F INTUIT COM 461202103 806 24 3.07 314 3.30 0.0450
2022-11-15 2022-09-30 13F INTUIT COM 461202103 782 34 4.55 303 5.21 0.0460
2022-08-09 2022-06-30 13F INTUIT COM 461202103 748 -190 -20.26 288 -36.14 0.0363
2022-05-16 2022-03-31 13F INTUIT COM 461202103 938 -22 -2.29 451 -27.02 0.0518
2022-02-11 2021-12-31 13F INTUIT COM 461202103 960 -45 -4.48 618 14.02 0.0678
2021-11-16 2021-09-30 13F INTUIT COM 461202103 1,005 5 0.50 542 10.61 0.0654
2021-08-12 2021-06-30 13F INTUIT COM 461202103 1,000 -9 -0.89 490 26.61 0.0591
2021-05-17 2021-03-31 13F INTUIT COM 461202103 1,009 -19 -1.85 387 -0.77 0.0512
2021-02-09 2020-12-31 13F INTUIT COM 461202103 1,028 13 1.28 390 17.82 0.0548
2020-11-12 2020-09-30 13F INTUIT COM 461202103 1,015 78 8.32 331 19.06 0.0530
2020-07-27 2020-06-30 13F INTUIT COM 461202103 937 937 278 0.0480
2020-05-12 2020-03-31 13F INTUIT COM 461202103 0 -828 -100.00 0 -100.00
2020-01-22 2019-12-31 13F INTUIT COM 461202103 828 25 3.11 217 1.40 0.0364
2019-10-15 2019-09-30 13F INTUIT COM 461202103 803 8 1.01 214 2.88 0.0401
2019-07-19 2019-06-30 13F INTUIT COM 461202103 795 -30 -3.64 208 -3.70 0.0423
2019-05-10 2019-03-31 13F INTUIT COM 461202103 825 -156 -15.90 216 11.92 0.0371
2019-02-13 2018-12-31 13F INTUIT COM 461202103 981 3 0.31 193 -13.06 0.0398
2018-11-14 2018-09-30 13F INTUIT COM 461202103 978 3 0.31 222 11.56 0.0376
2018-08-03 2018-06-30 13F INTUIT COM 461202103 975 -189 -16.24 199 -1.49 0.0359
2018-04-20 2018-03-31 13F INTUIT COM 461202103 1,164 86 7.98 202 18.82 0.0370
2018-02-02 2017-12-31 13F INTUIT COM 461202103 1,078 1,078 170 0.0311
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.