Compass Financial Management’s Intuit INTU Stock Holding History

Compass Financial Management’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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Norges Bank Oslo, Norway $1T AUM

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

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

Compass Financial Management's INTU Position: Q2 2026 in Review

Compass Financial Management 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.

1,643 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Compass Financial Management held 489 shares of Intuit worth $129K as of Q2 2026.
Intuit was a new Compass Financial Management position in Q2 2026.
Intuit made up 0.02% of Compass Financial Management's portfolio in Q2 2026, its #509 holding.
1,643 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.