Intuit Inc.
US ˙ NasdaqGS ˙ US4612021034

SecurityINTU / Intuit Inc.
InstitutionVisionPoint Advisory Group, LLC
Latest Disclosed Ownership0 shares
Latest Disclosed Value $ 0
VisionPoint Advisory Group, LLC closes position in INTU / Intuit Inc.

On May 7, 2026 - VisionPoint Advisory Group, LLC filed a 13F-HR form disclosing ownership of 0 shares of Intuit Inc. (US:INTU) valued at $0 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 12, 2026 disclosing 467 shares of Intuit Inc.. The current value of the position is $0 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 0 -100.00 0
2026-01-12 2025-12-31 13F INTUIT COM 461202103 467 -52 -10.02 309 -12.71 0.0603
2025-10-08 2025-09-30 13F INTUIT COM 461202103 519 153 41.80 354 22.92 0.0707
2025-07-09 2025-06-30 13F INTUIT COM 461202103 366 366 288 0.0627
2024-10-15 2024-09-30 13F INTUIT COM 461202103 0 -45 -100.00 0 -100.00
2024-08-01 2024-06-30 13F INTUIT COM 461202103 45 24 114.29 30 123.08 0.0105
2024-05-10 2024-03-31 13F INTUIT COM 461202103 21 -11 -34.38 14 -31.58 0.0049
2024-02-07 2023-12-31 13F INTUIT COM 461202103 32 -14 -30.43 19 -17.39 0.0072
2023-12-06 2023-09-30 13F INTUIT COM 461202103 46 18 64.29 24 91.67 0.0101
2023-08-21 2023-06-30 13F INTUIT COM 461202103 28 28 13 0.0052
2021-05-14 2021-03-31 13F INTUIT COM 461202103 0 -552 -100.00 0 -100.00
2021-02-08 2020-12-31 13F INTUIT COM 461202103 552 -305 -35.59 210 -25.00 0.1059
2020-11-12 2020-09-30 13F INTUIT COM 461202103 857 -173 -16.80 280 -5.72 0.1208
2020-08-14 2020-06-30 13F INTUIT COM 461202103 1,030 25 2.49 297 28.57 0.1203
2020-05-15 2020-03-31 13F INTUIT COM 461202103 1,005 1,005 231 0.1082
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.