Intuit Inc.
GB ˙ LSE ˙ US4612021034
412,70 $ ↑237,44 (135,48%)
2026-04-07
DEL PRIS
SecurityGB:0JCT / Intuit Inc.
InstitutionWbh Advisory Inc
Latest Disclosed Ownership1,631 shares
Latest Disclosed Value $ 694,428
Wbh Advisory Inc reports 0.06% increase in ownership of 0JCT / Intuit Inc.

On April 27, 2026 - Wbh Advisory Inc filed a 13F-HR form disclosing ownership of 1,631 shares of Intuit Inc. (GB:0JCT) valued at $703,075 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 1,630 shares of Intuit Inc.. This represents a change in shares of 0.06% during the quarter. The current value of the position is $673,114 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)
2026-04-27 2026-03-31 13F INTUIT COM 461202103 1,631 1 0.06 694 -35.68 0.0520
2026-01-26 2025-12-31 13F INTUIT COM 461202103 1,630 0 0.00 1,080 -3.05 0.0800
2025-10-30 2025-09-30 13F INTUIT COM 461202103 1,630 0 0.00 1,113 -13.25 0.0850
2025-07-30 2025-06-30 13F INTUIT COM 461202103 1,630 0 0.00 1,284 28.30 0.1094
2025-05-12 2025-03-31 13F INTUIT COM 461202103 1,630 -51 -3.03 1,001 -5.30 0.0934
2025-01-31 2024-12-31 13F INTUIT COM 461202103 1,681 -26 -1.52 1,056 -0.38 0.0980
2024-10-15 2024-09-30 13F INTUIT COM 461202103 1,707 1 0.06 1,060 -5.44 0.1004
2024-07-11 2024-06-30 13F INTUIT COM 461202103 1,706 0 0.00 1,121 1.17 0.1135
2024-04-16 2024-03-31 13F INTUIT COM 461202103 1,706 -23 -1.33 1,109 2.59 0.1141
2024-01-09 2023-12-31 13F INTUIT COM 461202103 1,729 0 0.00 1,081 22.31 0.1202
2023-10-10 2023-09-30 13F INTUIT COM 461202103 1,729 1 0.06 883 11.63 0.1084
2023-07-12 2023-06-30 13F INTUIT COM 461202103 1,728 -40 -2.26 792 0.38 0.0938
2023-04-20 2023-03-31 13F INTUIT COM 461202103 1,768 118 7.15 788 23.32 0.0984
2022-10-18 2022-09-30 13F INTUIT COM 461202103 1,650 -200 -10.81 639 -14.23 0.0922
2022-07-12 2022-06-30 13F INTUIT COM 461202103 1,850 0 0.00 745 -9.37 0.0994
2022-04-29 2022-03-31 13F INTUIT COM 461202103 1,850 60 3.35 822 -28.58 0.1009
2022-01-28 2021-12-31 13F INTUIT COM 461202103 1,790 -25 -1.38 1,151 17.57 0.1313
2021-10-25 2021-09-30 13F INTUIT COM 461202103 1,815 0 0.00 979 1.87 0.1317
2021-07-27 2021-06-30 13F INTUIT COM 461202103 1,815 -60 -3.20 961 33.84 0.1408
2021-04-19 2021-03-31 13F INTUIT COM 461202103 1,875 -30 -1.57 718 -3.23 0.1162
2021-01-21 2020-12-31 13F INTUIT COM 461202103 1,905 0 0.00 742 19.48 0.1277
2020-10-27 2020-09-30 13F INTUIT COM 461202103 1,905 -50 -2.56 621 7.25 0.1253
2020-08-05 2020-06-30 13F Intuit COM 461202103 1,955 -750 -27.73 579 -6.91 0.1401
2020-05-07 2020-03-31 13F Intuit COM 461202103 2,705 0 0.00 622 -12.15 0.1459
2020-01-27 2019-12-31 13F Intuit COM 461202103 2,705 0 0.00 708 -1.53 0.1448
2019-10-25 2019-09-30 13F Intuit COM 461202103 2,705 550 25.52 719 27.71 0.1615
2019-08-02 2019-06-30 13F Intuit COM 461202103 2,155 -25 -1.15 563 -1.05 0.1305
2019-04-22 2019-03-31 13F Intuit COM 461202103 2,180 -80 -3.54 569 28.15 0.1353
2019-01-29 2018-12-31 13F Intuit COM 461202103 2,260 0 0.00 444 -13.45 0.1078
2018-10-29 2018-09-30 13F Intuit COM 461202103 2,260 110 5.12 513 16.86 0.1244
2018-07-31 2018-06-30 13F Intuit COM 461202103 2,150 0 0.00 439 18.01 0.1138
2018-04-30 2018-03-31 13F Intuit COM 461202103 2,150 0 0.00 372 9.73 0.1011
2018-01-31 2017-12-31 13F Intuit COM 461202103 2,150 -50 -2.27 339 8.65 0.0904
2017-11-29 2017-09-30 13F Intuit COM 461202103 2,200 0 0.00 312 6.85 0.0871
2017-07-21 2017-06-30 13F Intuit COM 461202103 2,200 0 0.00 292 14.51 0.0819
2017-04-21 2017-03-31 13F Intuit COM 461202103 2,200 0 0.00 255 1.19 0.0764
2017-01-20 2016-12-31 13F Intuit COM 461202103 2,200 0 0.00 252 4.13 0.0840
2016-10-24 2016-09-30 13F Intuit COM 461202103 2,200 100 4.76 242 3.42 0.0828
2016-07-25 2016-06-30 13F Intuit COM 431202103 2,100 2,100 234 0.0911
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.