Question 1

How many shares of INTU does NewEdge Wealth, LLC own?

Accepted Answer

As of 2026-Q2, NewEdge Wealth, LLC holds 4,597 shares of INTU (INTUIT INC).

Question 2

What is NewEdge Wealth, LLC's INTU position worth?

Accepted Answer

As of 2026-Q2, NewEdge Wealth, LLC's INTU position is worth $1.2M.

Question 3

Is NewEdge Wealth, LLC buying or selling INTU?

Accepted Answer

In 2026-Q2, NewEdge Wealth, LLC decreased their INTU position (-7.6% change in shares).

Question 4

When did NewEdge Wealth, LLC first buy INTU?

Accepted Answer

Based on available 13F filings, NewEdge Wealth, LLC first reported a position in INTU in 2024-Q3. They have held the position across 22 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	4,597	-7.6%	$1.2M	0.0%	$259.85	0
2026-Q1	Decreased	4,975	-33.7%	$2.2M	0.0%	$433.35	0
2025-Q4	Increased	7,502	+35.2%	$5M	0.1%	$668.65	35
2025-Q3	Decreased	5,550	-3.4%	$3.6M	0.1%	$692.15	0
2025-Q2	Increased	5,744	+6.5%	$4.4M	0.1%	$772.68	29
2025-Q1	Decreased	5,393	-48.6%	$3.3M	0.1%	$594.88	0
2024-Q4	Decreased	10,493	-2.6%	$6.6M	0.1%	$625.01	0
2024-Q3	Increased	10,770	+13.9%	$6.7M	0.1%	$612.81	37