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Allied Private Wealth’s Compass Diversified CODI Stock Holding History

Allied Private Wealth’s Portfolio CODI Stock Details CODI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.6K Buy
+1,052
New +$11.5K 0.01% 508

Other funds holding CODI

Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACM
ADW Capital Management Miami Beach, Florida $467M AUM 9.2% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.52B AUM 36.54% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
WSL
Western Standard LLC Los Angeles, California $295M AUM 40.98% 1-Year Est. Return
SCM
SG Capital Management Chicago, Illinois $1.21B AUM 70.92% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Allied Private Wealth's CODI Position: Q2 2026 in Review

Allied Private Wealth opened a new position in Compass Diversified (CODI) in Q2 2026: 1,052 shares worth $10.6K. The stake represents 0.01% of the portfolio and ranks #508 among its holdings.

181 funds tracked by Wall St. Rank hold CODI as of Q2 2026.

  • Allied Private Wealth held 1,052 shares of Compass Diversified worth $10.6K as of Q2 2026.
  • Compass Diversified was a new Allied Private Wealth position in Q2 2026.
  • Compass Diversified made up 0.01% of Allied Private Wealth's portfolio in Q2 2026, its #508 holding.
  • 181 funds tracked by Wall St. Rank held Compass Diversified as of Q2 2026.

Based on Allied Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.