NW
INTU icon

NewEdge Wealth’s Intuit INTU Stock Holding History

NewEdge Wealth’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 		$2.15M Sell
4,975
-2,527
-34% -$1.21M 0.03% 406
2025
Q4 		$4.97M Buy
7,502
+1,952
+35% +$1.29M 0.06% 234
2025
Q3 		$3.64M Sell
5,550
-194
-3% -$140K 0.05% 265
2025
Q2 		$4.37M Buy
5,744
+351
+7% +$238K 0.07% 233
2025
Q1 		$3.31M Sell
5,393
-5,100
-49% -$3.06M 0.06% 250
2024
Q4 		$6.59M Sell
10,493
-277
-3% -$177K 0.11% 152
2024
Q3 		$6.69M Buy
10,770
+1,313
+14% +$838K 0.12% 151
2024
Q2 		$6.22M Sell
9,457
-174
-2% -$108K 0.13% 137
2024
Q1 		$5.91M Sell
9,631
-1,096
-10% -$700K 0.13% 140
2023
Q4 		$6.7M Sell
10,727
-1,055
-9% -$582K 0.17% 127
2023
Q3 		$6.02M Sell
11,782
-2,311
-16% -$1.17M 0.19% 122
2023
Q2 		$6.46M Buy
14,093
+5,206
+59% +$2.28M 0.22% 113
2023
Q1 		$3.96M Buy
8,887
+1,192
+15% +$489K 0.15% 134
2022
Q4 		$3M Buy
7,695
+376
+5% +$149K 0.13% 152
2022
Q3 		$2.83M Sell
7,319
-525
-7% -$227K 0.13% 146
2022
Q2 		$3.02M Buy
7,844
+4,275
+120% +$1.77M 0.14% 139
2022
Q1 		$1.72M Buy
3,569
+556
+18% +$285K 0.08% 173
2021
Q4 		$1.94M Buy
3,013
+117
+4% +$72.2K 0.08% 174
2021
Q3 		$1.56M Buy
2,896
+228
+9% +$123K 0.09% 145
2021
Q2 		$1.31M Sell
2,668
-169
-6% -$73.3K 0.1% 153
2021
Q1 		$1.09M Buy
+2,837
New +$1.09M 0.11% 149

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

NewEdge Wealth's INTU Position: Q1 2026 in Review

NewEdge Wealth reduced its Intuit (INTU) stake by 34% in Q1 2026, selling an estimated $1.21M and leaving 4,975 shares worth $2.15M. The position accounts for 0.03% of the portfolio, ranked #406.

NewEdge Wealth first reported a position in INTU in Q1 2021 and has held it in 21 quarters since. The position peaked at $6.7M in Q4 2023. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • NewEdge Wealth held 4,975 shares of Intuit worth $2.15M as of Q1 2026.
  • NewEdge Wealth sold 2,527 Intuit shares in Q1 2026, an estimated $1.21M.
  • Intuit made up 0.03% of NewEdge Wealth's portfolio in Q1 2026, its #406 holding.
  • NewEdge Wealth first reported a position in Intuit in Q1 2021 and has held it in 21 quarters since.
  • NewEdge Wealth's Intuit position peaked at $6.7M in Q4 2023.
  • 2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.