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Newbridge Financial Services Group’s Intuit INTU Stock Holding History

Newbridge Financial Services Group’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
Q2 		$76.8K Sell
294
-44
-13% -$15.3K 0.01% 384
2026
Q1 		$146K Sell
338
-11
-3% -$5.25K 0.02% 259
2025
Q4 		$231K Buy
349
+314
+897% +$207K 0.04% 212
2025
Q3 		$24.1K Sell
35
-313
-90% -$226K ﹤0.01% 697
2025
Q2 		$274K Hold
348
– – 0.04% 252
2025
Q1 		$213K Sell
348
-14
-4% -$8.41K 0.05% 188
2024
Q4 		$228K Buy
+362
New +$231K 0.06% 192
2024
Q3 		– Sell
-363
Closed -$239K – 863
2024
Q2 		$239K Sell
363
-477
-57% -$296K 0.09% 162
2024
Q1 		$546K Buy
840
+416
+98% +$266K 0.24% 91
2023
Q4 		$265K Buy
424
+74
+21% +$40.8K 0.13% 153
2023
Q3 		$179K Buy
350
+1
+0.3% +$506 0.09% 201
2023
Q2 		$160K Hold
349
– – 0.08% 233
2023
Q1 		$155K Buy
349
+1
+0.3% +$411 0.08% 236
2022
Q4 		$135K Buy
348
+336
+2,800% +$133K 0.08% 246
2022
Q3 		$5K Hold
12
– – ﹤0.01% 1045
2022
Q2 		$5K Hold
12
– – ﹤0.01% 1010
2022
Q1 		$6K Sell
12
-680
-98% -$348K ﹤0.01% 1062
2021
Q4 		$445K Sell
692
-8
-1% -$4.94K 0.21% 99
2021
Q3 		$378K Hold
700
– – 0.24% 96
2021
Q2 		$343K Sell
700
-15
-2% -$6.5K 0.21% 114
2021
Q1 		$274K Buy
715
+65
+10% +$25K 0.2% 122
2020
Q4 		$247K Hold
650
– – 0.2% 108
2020
Q3 		$212K Buy
+650
New +$203K 0.21% 108

Other funds holding INTU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Newbridge Financial Services Group's INTU Position: Q2 2026 in Review

Newbridge Financial Services Group reduced its Intuit (INTU) stake by 13% in Q2 2026, selling an estimated $15.3K and leaving 294 shares worth $76.8K. The position accounts for 0.01% of the portfolio, ranked #384.

Newbridge Financial Services Group first reported a position in INTU in Q3 2020 and has held it in 23 quarters since. The position peaked at $546K in Q1 2024. 1,753 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Newbridge Financial Services Group held 294 shares of Intuit worth $76.8K as of Q2 2026.
  • Newbridge Financial Services Group sold 44 Intuit shares in Q2 2026, an estimated $15.3K.
  • Intuit made up 0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #384 holding.
  • Newbridge Financial Services Group first reported a position in Intuit in Q3 2020 and has held it in 23 quarters since.
  • Newbridge Financial Services Group's Intuit position peaked at $546K in Q1 2024.
  • 1,753 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.