Compass Financial Management
LUNR icon

Compass Financial Management’s Intuitive Machines LUNR Stock Holding History

Compass Financial Management’s Portfolio LUNR Stock Details LUNR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.06K Hold
145
– – ﹤0.01% 1452
2026
Q2 		$2.17K Buy
+145
New +$4.07K ﹤0.01% 1305

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Vanguard Capital Management
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VanEck Associates
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Vanguard Portfolio Management
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return
ARK Investment Management
ARK Investment Management St. Petersburg, Florida $17.4B AUM 41.01% 1-Year Est. Return
Tidal Investments
Tidal Investments Milwaukee, Wisconsin $59.1B AUM 42.33% 1-Year Est. Return

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

Compass Financial Management held its Intuitive Machines (LUNR) position steady in Q3 2026 at 145 shares worth $2.06K. The position accounts for ﹤0.01% of the portfolio, ranked #1452.

Compass Financial Management first reported a position in LUNR in Q2 2026 and has held it in 2 quarters since. The position peaked at $2.17K in Q2 2026. 251 funds tracked by Wall St. Rank hold LUNR as of Q3 2026.

  • Compass Financial Management held 145 shares of Intuitive Machines worth $2.06K as of Q3 2026.
  • Compass Financial Management left its Intuitive Machines share count unchanged in Q3 2026.
  • Intuitive Machines made up ﹤0.01% of Compass Financial Management's portfolio in Q3 2026, its #1452 holding.
  • Compass Financial Management first reported a position in Intuitive Machines in Q2 2026 and has held it in 2 quarters since.
  • Compass Financial Management's Intuitive Machines position peaked at $2.17K in Q2 2026.
  • 251 funds tracked by Wall St. Rank held Intuitive Machines as of Q3 2026.

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