New Wave Wealth Advisors’s Intuit INTU Stock Holding History

New Wave Wealth 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
2025 Q1	–	Sell	-204	Closed	-$128K	–	390
2024 Q4	$128K	Buy	+204	New	+$130K	0.05%	169

Other funds holding INTU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

New Wave Wealth Advisors's INTU Position: Q1 2025 in Review

New Wave Wealth Advisors sold out of Intuit (INTU) in Q1 2025, closing a stake of 204 shares — an estimated $128K sold.

New Wave Wealth Advisors first reported a position in INTU in Q4 2024 and held it in 1 quarter. The position peaked at $128K in Q4 2024. 2,028 funds tracked by Wall St. Rank hold INTU as of Q1 2025.

New Wave Wealth Advisors reported no remaining Intuit position as of Q1 2025 after selling out during the quarter.
New Wave Wealth Advisors sold 204 Intuit shares in Q1 2025, an estimated $128K.
New Wave Wealth Advisors first reported a position in Intuit in Q4 2024 and held it in 1 quarter.
New Wave Wealth Advisors's Intuit position peaked at $128K in Q4 2024.
2,028 funds tracked by Wall St. Rank held Intuit as of Q1 2025.

Based on New Wave Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.