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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Newbridge Financial Services Group's INTU Position: Q1 2026 in Review

Newbridge Financial Services Group reduced its Intuit (INTU) stake by 3.2% in Q1 2026, selling an estimated $5.25K and leaving 338 shares worth $146K. The position accounts for 0.02% of the portfolio, ranked #259.

Newbridge Financial Services Group first reported a position in INTU in Q3 2020 and has held it in 22 quarters since. The position peaked at $546K in Q1 2024. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Newbridge Financial Services Group held 338 shares of Intuit worth $146K as of Q1 2026.
  • Newbridge Financial Services Group sold 11 Intuit shares in Q1 2026, an estimated $5.25K.
  • Intuit made up 0.02% of Newbridge Financial Services Group's portfolio in Q1 2026, its #259 holding.
  • Newbridge Financial Services Group first reported a position in Intuit in Q3 2020 and has held it in 22 quarters since.
  • Newbridge Financial Services Group's Intuit position peaked at $546K in Q1 2024.
  • 2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Newbridge Financial Services Group's 13F filing for Q1 2026, filed 5 May 2026.