Superior Planning, LLC’s Compass Minerals CMP Stock Holding History

Superior Planning, LLC’s Portfolio CMP Stock Details CMP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$419	Buy	+19	New	+$506	﹤0.01%	1921

Other funds holding CMP

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

O'Keefe Stevens Advisory Rochester, New York $489M AUM 37.59% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return

Lee, Danner & Bass Nashville, Tennessee $1.71B AUM 27.42% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return

Superior Planning, LLC's CMP Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Compass Minerals (CMP) in Q3 2026: 19 shares worth $419. The stake represents ﹤0.01% of the portfolio and ranks #1921 among its holdings.

117 funds tracked by Wall St. Rank hold CMP as of Q3 2026.

Superior Planning, LLC held 19 shares of Compass Minerals worth $419 as of Q3 2026.
Compass Minerals was a new Superior Planning, LLC position in Q3 2026.
Compass Minerals made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1921 holding.
117 funds tracked by Wall St. Rank held Compass Minerals as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.