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Avion Wealth’s Compass Minerals CMP Stock Holding History

Avion Wealth’s Portfolio CMP Stock Details CMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1K Hold
63
– – ﹤0.01% 1206
2026
Q1 		$1K Hold
63
– – ﹤0.01% 992
2025
Q4 		$1K Hold
63
– – ﹤0.01% 991
2025
Q3 		$1K Hold
63
– – ﹤0.01% 971
2025
Q2 		$1K Hold
63
– – ﹤0.01% 929
2025
Q1 		$0 Buy
+63
New +$719 ﹤0.01% 1066
2024
Q4 		– Sell
-63
Closed – – 1045
2024
Q3 		$0 Buy
+63
New +$668 ﹤0.01% 1049

Other funds holding CMP

KI
Koch Inc Wichita, Kansas $1.09B AUM 59.79% 1-Year Est. Return
SCP
SailingStone Capital Partners Houston, Texas $534M AUM 51.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
ICM
Irenic Capital Management New York $2.08B AUM 19.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
GCM
Gumshoe Capital Management New York $109M AUM

Avion Wealth's CMP Position: Q2 2026 in Review

Avion Wealth held its Compass Minerals (CMP) position steady in Q2 2026 at 63 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1206.

Avion Wealth first reported a position in CMP in Q3 2024 and has held it in 7 quarters since. 233 funds tracked by Wall St. Rank hold CMP as of Q2 2026.

  • Avion Wealth held 63 shares of Compass Minerals worth $1K as of Q2 2026.
  • Avion Wealth left its Compass Minerals share count unchanged in Q2 2026.
  • Compass Minerals made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1206 holding.
  • Avion Wealth first reported a position in Compass Minerals in Q3 2024 and has held it in 7 quarters since.
  • 233 funds tracked by Wall St. Rank held Compass Minerals as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.