Armstrong Advisory Group
CODI icon

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
Q3 		$9.44K Hold
865
– – ﹤0.01% 712
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

Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Oak Family Advisors
Oak Family Advisors Chicago, Illinois $385M AUM 12.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Insight Advisors
Insight Advisors Newtown, Pennsylvania $568M AUM 20.88% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Harbor Investment Advisory
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Armstrong Advisory Group's CODI Position: Q3 2026 in Review

Armstrong Advisory Group held its Compass Diversified (CODI) position steady in Q3 2026 at 865 shares worth $9.44K. The position accounts for ﹤0.01% of the portfolio, ranked #712.

Armstrong Advisory Group first reported a position in CODI in Q4 2022 and has held it in 16 quarters since. The position peaked at $154K in Q1 2023. 20 funds tracked by Wall St. Rank hold CODI as of Q3 2026.

  • Armstrong Advisory Group held 865 shares of Compass Diversified worth $9.44K as of Q3 2026.
  • Armstrong Advisory Group left its Compass Diversified share count unchanged in Q3 2026.
  • Compass Diversified made up ﹤0.01% of Armstrong Advisory Group's portfolio in Q3 2026, its #712 holding.
  • Armstrong Advisory Group first reported a position in Compass Diversified in Q4 2022 and has held it in 16 quarters since.
  • Armstrong Advisory Group's Compass Diversified position peaked at $154K in Q1 2023.
  • 20 funds tracked by Wall St. Rank held Compass Diversified as of Q3 2026.

Based on Armstrong Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.