Action Point Financial Planning’s Compass Pathways CMPS Stock Holding History

Action Point Financial Planning’s Portfolio CMPS Stock Details CMPS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$14.2K	Buy	+1,000	New	+$10.1K	﹤0.01%	1298

Other funds holding CMPS

DTC

Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return

RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return

BIT Capital Berlin, Germany $3.38B AUM 214.12% 1-Year Est. Return

TCM

Tang Capital Management San Diego, California $2.2B AUM 156.35% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

LGM

Logos Global Management San Francisco, California $2.32B AUM 536.01% 1-Year Est. Return

EHI

Eagle Health Investments Greenwich, Connecticut $603M AUM 111.06% 1-Year Est. Return

Action Point Financial Planning's CMPS Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Compass Pathways (CMPS) in Q2 2026: 1,000 shares worth $14.2K. The stake represents ﹤0.01% of the portfolio and ranks #1298 among its holdings.

223 funds tracked by Wall St. Rank hold CMPS as of Q2 2026.

Action Point Financial Planning held 1,000 shares of Compass Pathways worth $14.2K as of Q2 2026.
Compass Pathways was a new Action Point Financial Planning position in Q2 2026.
Compass Pathways made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1298 holding.
223 funds tracked by Wall St. Rank held Compass Pathways as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.