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NewSquare Capital’s Intuit INTU Stock Holding History

NewSquare Capital’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
Q3 		– Sell
-239
Closed -$188K – 688
2025
Q2 		$188K Buy
239
+106
+80% +$71.7K 0.01% 185
2025
Q1 		$81.7K Buy
133
+90
+209% +$54K 0.01% 202
2024
Q4 		$27K Buy
43
+18
+72% +$11.5K ﹤0.01% 211
2024
Q3 		$15.5K Hold
25
– – ﹤0.01% 199
2024
Q2 		$16.4K Buy
+25
New +$15.5K ﹤0.01% 207
2023
Q4 		– Sell
-49
Closed -$25K – 562
2023
Q3 		$25K Buy
+49
New +$24.8K ﹤0.01% 228
2023
Q2 		– Sell
-40
Closed -$17.8K – 898
2023
Q1 		$17.8K Buy
+40
New +$16.4K ﹤0.01% 280
2019
Q4 		– Sell
-220
Closed -$59K – 314
2019
Q3 		$59K Buy
220
+60
+38% +$16.5K 0.01% 143
2019
Q2 		$42K Buy
+160
New +$40.7K 0.01% 178
2018
Q4 		– Sell
-1,020
Closed -$232K – 343
2018
Q3 		$232K Buy
1,020
+160
+19% +$34.4K 0.04% 113
2018
Q2 		$185K Buy
+860
New +$165K 0.04% 113

Other funds holding INTU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

NewSquare Capital's INTU Position: Q3 2025 in Review

NewSquare Capital sold out of Intuit (INTU) in Q3 2025, closing a stake of 239 shares — an estimated $188K sold.

NewSquare Capital first reported a position in INTU in Q2 2018 and held it in 11 quarters. The position peaked at $232K in Q3 2018. 2,196 funds tracked by Wall St. Rank hold INTU as of Q3 2025.

  • NewSquare Capital reported no remaining Intuit position as of Q3 2025 after selling out during the quarter.
  • NewSquare Capital sold 239 Intuit shares in Q3 2025, an estimated $188K.
  • NewSquare Capital first reported a position in Intuit in Q2 2018 and held it in 11 quarters.
  • NewSquare Capital's Intuit position peaked at $232K in Q3 2018.
  • 2,196 funds tracked by Wall St. Rank held Intuit as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.