Intuit Inc.
US ˙ NasdaqGS ˙ US4612021034

SecurityINTU / Intuit Inc.
InstitutionPrinciple Wealth Partners Llc
Latest Disclosed Ownership1,197 shares
Latest Disclosed Value $ 517,399
Principle Wealth Partners Llc reports 15.53% decrease in ownership of INTU / Intuit Inc.

On May 7, 2026 - Principle Wealth Partners Llc filed a 13F-HR form disclosing ownership of 1,197 shares of Intuit Inc. (US:INTU) valued at $517,559 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 1,417 shares of Intuit Inc.. This represents a change in shares of -15.53% during the quarter. The current value of the position is $372,794 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)
2026-05-07 2026-03-31 13F INTUIT COM 461202103 1,197 -220 -15.53 517 -44.88 0.0296
2026-02-06 2025-12-31 13F INTUIT COM 461202103 1,417 31 2.24 939 -0.85 0.0528
2025-11-03 2025-09-30 13F INTUIT COM 461202103 1,386 7 0.51 947 -12.89 0.0550
2025-07-30 2025-06-30 13F INTUIT COM 461202103 1,379 51 3.84 1,086 33.25 0.0678
2025-05-06 2025-03-31 13F INTUIT COM 461202103 1,328 0 0.00 816 -2.40 0.0583
2025-01-29 2024-12-31 13F INTUIT COM 461202103 1,328 118 9.75 835 11.19 0.0586
2024-11-13 2024-09-30 13F INTUIT COM 461202103 1,210 1 0.08 751 -5.42 0.0532
2024-08-13 2024-06-30 13F INTUIT COM 461202103 1,209 1 0.08 795 1.15 0.0605
2024-04-23 2024-03-31 13F/A-1 INTUIT COM 461202103 1,208 -2 -0.17 785 3.84 0.0613
2024-04-23 2024-03-31 13F INTUIT COM 461202103 1,208 -2 785 0.0613
2024-02-05 2023-12-31 13F INTUIT COM 461202103 1,210 0 0.00 756 22.53 0.0651
2023-11-01 2023-09-30 13F INTUIT COM 461202103 1,210 1 0.08 618 11.37 0.0621
2023-07-31 2023-06-30 13F INTUIT COM 461202103 1,209 6 0.50 554 3.36 0.0557
2023-05-10 2023-03-31 13F INTUIT COM 461202103 1,203 1 0.08 536 14.78 0.0573
2023-02-02 2022-12-31 13F INTUIT COM Stock 461202103 1,202 0 0.00 468 0.21 0.0530
2022-11-14 2022-09-30 13F INTUIT COM Stock 461202103 1,202 100 9.07 466 9.65 0.0439
2022-08-02 2022-06-30 13F INTUIT COM Stock 461202103 1,102 -200 -15.36 425 -32.11 0.0511
2022-05-12 2022-03-31 13F INTUIT COM Stock 461202103 1,302 200 18.15 626 -11.71 0.0658
2022-02-11 2021-12-31 13F INTUIT COM Stock 461202103 1,102 102 10.20 709 31.30 0.0744
2021-11-16 2021-09-30 13F INTUIT COM Stock 461202103 1,000 0 0.00 540 10.20 0.0623
2021-08-13 2021-06-30 13F INTUIT COM Stock 461202103 1,000 0 0.00 490 27.94 0.0556
2021-05-18 2021-03-31 13F INTUIT COM Stock 461202103 1,000 100 11.11 383 11.99 0.0448
2021-02-16 2020-12-31 13F INTUIT COM Stock 461202103 900 0 0.00 342 16.33 0.0451
2020-11-16 2020-09-30 13F INTUIT COM Stock 461202103 900 -26 -2.81 294 7.30 0.0819
2020-08-14 2020-06-30 13F INTUIT COM Stock 461202103 926 26 2.89 274 32.37 0.0805
2020-05-13 2020-03-31 13F INTUIT COM Stock 461202103 900 0 0.00 207 -12.29 0.0777
2020-02-04 2019-12-31 13F INTUIT COM Stock 461202103 900 0 0.00 236 -1.26 0.0754
2019-11-05 2019-09-30 13F INTUIT COM Stock 461202103 900 0 0.00 239 1.70 0.0826
2019-11-05 2019-06-30 13F INTUIT COM Stock 461202103 900 0 0.00 235 0.00 0.1209
2019-10-30 2019-03-31 13F INTUIT COM Stock 461202103 900 900 235 0.1344
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.