Intuit Inc.
US ˙ NasdaqGS ˙ US4612021034

SecurityINTU / Intuit Inc.
InstitutionAsset Dedication, LLC
Latest Disclosed Ownership1,034 shares
Latest Disclosed Value $ 447,081
Asset Dedication, LLC reports 44.41% decrease in ownership of INTU / Intuit Inc.

On May 29, 2026 - Asset Dedication, LLC filed a 13F-HR form disclosing ownership of 1,034 shares of Intuit Inc. (US:INTU) valued at $447,081 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 1,860 shares of Intuit Inc.. This represents a change in shares of -44.41% during the quarter. The current value of the position is $322,029 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)
2026-05-29 2026-03-31 13F INTUIT COM 461202103 1,034 -826 -44.41 447 -63.72 0.0313
2026-01-26 2025-12-31 13F INTUIT COM 461202103 1,860 -219 -10.53 1,232 -13.18 0.0809
2025-11-20 2025-09-30 13F INTUIT COM 461202103 2,079 -35 -1.66 1,420 -14.77 0.0954
2025-08-19 2025-06-30 13F INTUIT COM 461202103 2,114 68 3.32 1,665 32.56 0.1209
2025-05-01 2025-03-31 13F INTUIT COM 461202103 2,046 -127 -5.84 1,256 -7.99 0.1020
2025-01-23 2024-12-31 13F INTUIT COM 461202103 2,173 -1,633 -42.91 1,366 -42.23 0.1075
2024-10-15 2024-09-30 13F INTUIT COM 461202103 3,806 -1,115 -22.66 2,363 -26.93 0.1594
2024-08-06 2024-06-30 13F INTUIT COM 461202103 4,921 -282 -5.42 3,234 107,700.00 0.2243
2024-04-16 2024-03-31 13F Intuit Equities 461202103 5,203 -590 -10.18 3 0.00 0.2541
2024-02-08 2023-12-31 13F Intuit Equities 461202103 5,793 52 0.91 4 0.00 0.2979
2023-11-13 2023-09-30 13F Intuit Equities 461202103 5,741 11 0.19 3 50.00 0.2555
2023-08-22 2023-06-30 13F Intuit Equities 461202103 5,730 307 5.66 3 0.00 0.2219
2023-04-24 2023-03-31 13F Intuit Equities 461202103 5,423 1,004 22.72 2 100.00 0.2230
2023-01-19 2022-12-31 13F Intuit Equities 461202103 4,419 -784 -15.07 2 -99.95 0.1754
2022-10-27 2022-09-30 13F Intuit Equities 461202103 5,203 5,203 2,010 0.2207
2022-07-18 2022-06-30 13F Intuit Equities 461202103 0 -2,918 -100.00 0 -100.00
2022-04-21 2022-03-31 13F Intuit Equities 461202103 2,918 1,953 202.38 1,367 119.77 0.1523
2022-01-21 2021-12-31 13F Intuit Equities 461202103 965 344 55.39 622 85.67 0.0749
2021-10-18 2021-09-30 13F Intuit Equities 461202103 621 -14 -2.20 335 8.06 0.0442
2021-07-21 2021-06-30 13F Intuit Equities 461202103 635 257 67.99 310 115.28 0.0462
2021-05-03 2021-03-31 13F Intuit Equities 461202103 378 -215 -36.26 144 -35.71 0.0325
2021-01-28 2020-12-31 13F Intuit Equities 461202103 593 0 0.00 224 16.06 0.0447
2020-10-20 2020-09-30 13F Intuit Equities 461202103 593 237 66.57 193 82.08 0.0426
2020-08-24 2020-06-30 13F Intuit Equities 461202103 356 -105 -22.78 106 0.00 0.0289
2020-05-05 2020-03-31 13F Intuit Equities 461202103 461 71 18.21 106 2.91 0.0315
2020-01-31 2019-12-31 13F Intuit Equities 461202103 390 7 1.83 103 0.98 0.0291
2019-10-17 2019-09-30 13F Intuit Equities 461202103 383 0 0.00 102 2.00 0.0339
2019-07-23 2019-06-30 13F Intuit Equities 461202103 383 0 0.00 100 0.00 0.0323
2019-04-19 2019-03-31 13F Intuit Equities 461202103 383 0 0.00 100 33.33 0.0348
2019-02-12 2018-12-31 13F Intuit Equities 461202103 383 -112 -22.63 75 -33.63 0.0308
2018-10-26 2018-09-30 13F Intuit Equities 461202103 495 -29 -5.53 113 6.60 0.0425
2018-08-13 2018-06-30 13F Intuit Equities 461202103 524 41 8.49 106 26.19 0.0362
2018-04-19 2018-03-31 13F Intuit Equities 461202103 483 0 0.00 84 10.53 0.0417
2018-01-17 2017-12-31 13F Intuit Equities 461202103 483 0 0.00 76 10.14 0.0306
2017-10-18 2017-09-30 13F Intuit Equities 461202103 483 0 0.00 69 7.81 0.0333
2017-07-17 2017-06-30 13F Intuit Equities 461202103 483 0 0.00 64 14.29 0.0322
2017-04-20 2017-03-31 13F Intuit Equities 461202103 483 300 163.93 56 166.67 0.0302
2017-01-17 2016-12-31 13F Intuit Equities 461202103 183 0 0.00 21 5.00 0.0122
2016-11-18 2016-09-30 13F/A-2 Intuit Equities 461202103 183 0 0.00 20 0.00 0.0126
2016-10-19 2016-09-30 13F Intuit Equities 461202103 189 20
2016-11-18 2016-06-30 13F/A-1 Intuit Equities 461202103 183 -6 -3.17 20 0.00 0.0139
2016-07-14 2016-06-30 13F Intuit Equities 461202103 189 20
2016-04-27 2016-03-31 13F Intuit Equities 461202103 189 0 0.00 20 11.11 0.0147
2016-02-16 2015-12-31 13F Intuit EQUITIES 461202103 189 189 18 0.0118
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.