Compass Financial Management
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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
Q3 		$152K Buy
550
+61
+12% +$19.2K 0.02% 514
2026
Q2 		$129K Buy
+489
New +$170K 0.02% 509

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Invesco
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Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

Compass Financial Management's INTU Position: Q3 2026 in Review

Compass Financial Management increased its Intuit (INTU) stake by 12% in Q3 2026, buying an estimated $19.2K and bringing the position to 550 shares worth $152K. The position accounts for 0.02% of the portfolio, ranked #514.

Compass Financial Management first reported a position in INTU in Q2 2026 and has held it in 2 quarters since. 1,475 funds tracked by Wall St. Rank hold INTU as of Q3 2026.

  • Compass Financial Management held 550 shares of Intuit worth $152K as of Q3 2026.
  • Compass Financial Management bought 61 Intuit shares in Q3 2026, an estimated $19.2K.
  • Intuit made up 0.02% of Compass Financial Management's portfolio in Q3 2026, its #514 holding.
  • Compass Financial Management first reported a position in Intuit in Q2 2026 and has held it in 2 quarters since.
  • 1,475 funds tracked by Wall St. Rank held Intuit as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.