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Angeles Wealth Management’s Compass COMP Stock Holding History

Angeles Wealth Management’s Portfolio COMP Stock Details COMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$224K Sell
18,196
-260
-1% -$2.17K 0.01% 462
2026
Q1 		$135K Buy
18,456
+816
+5% +$8.57K 0.01% 434
2025
Q4 		$186K Buy
+17,640
New +$161K 0.01% 372

Other funds holding COMP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SIAU
SB Investment Advisers (UK) London, United Kingdom $7.66B AUM 20.12% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CHP
Castle Hook Partners New York $21.8B AUM 215.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DCP
D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return

Angeles Wealth Management's COMP Position: Q2 2026 in Review

Angeles Wealth Management reduced its Compass (COMP) stake by 1.4% in Q2 2026, selling an estimated $2.17K and leaving 18,196 shares worth $224K. The position accounts for 0.01% of the portfolio, ranked #462.

Angeles Wealth Management first reported a position in COMP in Q4 2025 and has held it in 3 quarters since. 436 funds tracked by Wall St. Rank hold COMP as of Q2 2026.

  • Angeles Wealth Management held 18,196 shares of Compass worth $224K as of Q2 2026.
  • Angeles Wealth Management sold 260 Compass shares in Q2 2026, an estimated $2.17K.
  • Compass made up 0.01% of Angeles Wealth Management's portfolio in Q2 2026, its #462 holding.
  • Angeles Wealth Management first reported a position in Compass in Q4 2025 and has held it in 3 quarters since.
  • 436 funds tracked by Wall St. Rank held Compass as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.