COMPASS FINANCIAL MANAGEMENT LLC’s Intuit INTU Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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 Q2	$129K	Buy	+489	New	+$170K	0.02%	509

Other funds holding INTU

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

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

Norges Bank Oslo, Norway $1T AUM

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

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's INTU Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Intuit (INTU) in Q2 2026: 489 shares worth $129K. The stake represents 0.02% of the portfolio and ranks #509 among its holdings.

1,346 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 489 shares of Intuit worth $129K as of Q2 2026.
Intuit was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Intuit made up 0.02% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #509 holding.
1,346 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.