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Accredited Wealth Management’s Compass Minerals CMP Stock Holding History

Accredited Wealth Management’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
2025
Q3 		$4.12K Sell
233
-507
-69% -$10.1K ﹤0.01% 330
2025
Q2 		$14.9K Sell
740
-200
-21% -$3.23K 0.01% 220
2025
Q1 		$8.73K Hold
940
– – 0.01% 252
2024
Q4 		$10.6K Buy
+940
New +$12.3K 0.01% 244

Other funds holding CMP

KI
Koch Inc Wichita, Kansas $922M AUM 16.65% 1-Year Est. Return
SCP
SailingStone Capital Partners Houston, Texas $440M AUM 127.21% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EMCIP
Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $222M AUM 35.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
NM
Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Accredited Wealth Management's CMP Position: Q3 2025 in Review

Accredited Wealth Management reduced its Compass Minerals (CMP) stake by 69% in Q3 2025, selling an estimated $10.1K and leaving 233 shares worth $4.12K. The position accounts for ﹤0.01% of the portfolio, ranked #330.

Accredited Wealth Management first reported a position in CMP in Q4 2024 and has held it in 4 quarters since. The position peaked at $14.9K in Q2 2025. 199 funds tracked by Wall St. Rank hold CMP as of Q3 2025.

  • Accredited Wealth Management held 233 shares of Compass Minerals worth $4.12K as of Q3 2025.
  • Accredited Wealth Management sold 507 Compass Minerals shares in Q3 2025, an estimated $10.1K.
  • Compass Minerals made up ﹤0.01% of Accredited Wealth Management's portfolio in Q3 2025, its #330 holding.
  • Accredited Wealth Management first reported a position in Compass Minerals in Q4 2024 and has held it in 4 quarters since.
  • Accredited Wealth Management's Compass Minerals position peaked at $14.9K in Q2 2025.
  • 199 funds tracked by Wall St. Rank held Compass Minerals as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.