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Armstrong Advisory Group’s Compass Diversified CODI Stock Holding History

Armstrong Advisory Group’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 		$9.22K Hold
865
– – ﹤0.01% 724
2026
Q1 		$6.8K Sell
865
-361
-29% -$2.3K ﹤0.01% 750
2025
Q4 		$5.88K Sell
1,226
-485
-28% -$3.06K ﹤0.01% 755
2025
Q3 		$11.3K Sell
1,711
-310
-15% -$2.14K ﹤0.01% 653
2025
Q2 		$12.7K Sell
2,021
-1,581
-44% -$17.6K ﹤0.01% 621
2025
Q1 		$83.1K Hold
3,602
– – 0.01% 297
2024
Q4 		$83.1K Buy
3,602
+5
+0.1% +$112 0.01% 297
2024
Q3 		$79.6K Sell
3,597
-349
-9% -$7.61K 0.01% 300
2024
Q2 		$86.4K Sell
3,946
-2,495
-39% -$56.1K 0.01% 287
2024
Q1 		$145K Hold
6,441
– – 0.01% 207
2023
Q4 		$145K Sell
6,441
-290
-4% -$5.68K 0.01% 207
2023
Q3 		$126K Buy
6,731
+5
+0.1% +$105 0.01% 206
2023
Q2 		$146K Sell
6,726
-1,330
-17% -$26.4K 0.02% 202
2023
Q1 		$154K Buy
8,056
+5
+0.1% +$102 0.02% 189
2022
Q4 		$147K Buy
+8,051
New +$151K 0.02% 195

Other funds holding CODI

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
APW
Allied Private Wealth Boca Raton, Florida $156M AUM
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CFSG
Community Financial Services Group Newport, Vermont $686M AUM 29.22% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Armstrong Advisory Group's CODI Position: Q2 2026 in Review

Armstrong Advisory Group held its Compass Diversified (CODI) position steady in Q2 2026 at 865 shares worth $9.22K. The position accounts for ﹤0.01% of the portfolio, ranked #724.

Armstrong Advisory Group first reported a position in CODI in Q4 2022 and has held it in 15 quarters since. The position peaked at $154K in Q1 2023. 11 funds tracked by Wall St. Rank hold CODI as of Q2 2026.

  • Armstrong Advisory Group held 865 shares of Compass Diversified worth $9.22K as of Q2 2026.
  • Armstrong Advisory Group left its Compass Diversified share count unchanged in Q2 2026.
  • Compass Diversified made up ﹤0.01% of Armstrong Advisory Group's portfolio in Q2 2026, its #724 holding.
  • Armstrong Advisory Group first reported a position in Compass Diversified in Q4 2022 and has held it in 15 quarters since.
  • Armstrong Advisory Group's Compass Diversified position peaked at $154K in Q1 2023.
  • 11 funds tracked by Wall St. Rank held Compass Diversified as of Q2 2026.

Based on Armstrong Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.