NovaPoint Capital’s Intuit INTU Stock Holding History

NovaPoint 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 Q4	–	Sell	-344	Closed	-$235K	–	108
2025 Q3	$235K	Buy	+344	New	+$248K	0.06%	133
2025 Q2	–	Sell	-588	Closed	-$361K	–	102
2025 Q1	$361K	Sell	588 -117	-17%	-$70.3K	0.11%	109
2024 Q4	$443K	Buy	705 +2	+0.3%	+$1.28K	0.14%	92
2024 Q3	$437K	Buy	703 +22	+3%	+$14K	0.14%	96
2024 Q2	$448K	Buy	681 +10	+1%	+$6.2K	0.15%	92
2024 Q1	$436K	Buy	671 +249	+59%	+$159K	0.15%	91
2023 Q4	$264K	Buy	+422	New	+$233K	0.1%	110
2022 Q1	–	Sell	-321	Closed	-$206K	–	140
2021 Q4	$206K	Buy	+321	New	+$198K	0.07%	140

Other funds holding INTU

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

NovaPoint Capital's INTU Position: Q4 2025 in Review

NovaPoint Capital sold out of Intuit (INTU) in Q4 2025, closing a stake of 344 shares — an estimated $235K sold.

NovaPoint Capital first reported a position in INTU in Q4 2021 and held it in 8 quarters. The position peaked at $448K in Q2 2024. 2,262 funds tracked by Wall St. Rank hold INTU as of Q4 2025.

NovaPoint Capital reported no remaining Intuit position as of Q4 2025 after selling out during the quarter.
NovaPoint Capital sold 344 Intuit shares in Q4 2025, an estimated $235K.
NovaPoint Capital first reported a position in Intuit in Q4 2021 and held it in 8 quarters.
NovaPoint Capital's Intuit position peaked at $448K in Q2 2024.
2,262 funds tracked by Wall St. Rank held Intuit as of Q4 2025.

Based on NovaPoint Capital's 13F filing for Q4 2025, filed 21 Jan 2026.