New Age Alpha Advisors
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New Age Alpha Advisors’s Intuit INTU Stock Holding History

New Age Alpha Advisors’s Portfolio INTU Stock Details INTU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.8M Buy
17,424
+14,055
+417% +$4.42M 0.21% 108
2026
Q2 		$879K Buy
3,369
+2,811
+504% +$979K 0.04% 496
2026
Q1 		$241K Sell
558
-11,414
-95% -$5.44M 0.01% 596
2025
Q4 		$7.93M Sell
11,972
-1,018
-8% -$673K 0.34% 62
2025
Q3 		$8.87M Buy
12,990
+2,052
+19% +$1.48M 0.37% 52
2025
Q2 		$8.62M Sell
10,938
-914
-8% -$619K 0.38% 54
2025
Q1 		$7.28M Buy
11,852
+2,144
+22% +$1.29M 0.33% 73
2024
Q4 		$6.1M Buy
+9,708
New +$6.2M 0.25% 107

Other funds holding INTU

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

New Age Alpha Advisors's INTU Position: Q3 2026 in Review

New Age Alpha Advisors increased its Intuit (INTU) stake by 417% in Q3 2026, buying an estimated $4.42M and bringing the position to 17,424 shares worth $4.8M. The position accounts for 0.21% of the portfolio, ranked #108.

New Age Alpha Advisors first reported a position in INTU in Q4 2024 and has held it in 8 quarters since. The position peaked at $8.87M in Q3 2025. 1,475 funds tracked by Wall St. Rank hold INTU as of Q3 2026.

  • New Age Alpha Advisors held 17,424 shares of Intuit worth $4.8M as of Q3 2026.
  • New Age Alpha Advisors bought 14,055 Intuit shares in Q3 2026, an estimated $4.42M.
  • Intuit made up 0.21% of New Age Alpha Advisors's portfolio in Q3 2026, its #108 holding.
  • New Age Alpha Advisors first reported a position in Intuit in Q4 2024 and has held it in 8 quarters since.
  • New Age Alpha Advisors's Intuit position peaked at $8.87M in Q3 2025.
  • 1,475 funds tracked by Wall St. Rank held Intuit as of Q3 2026.

Based on New Age Alpha Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.