Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Compass COMP Stock Holding History

Cambridge Investment Research Advisors’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 		$135K Sell
10,931
-57,294
-84% -$477K ﹤0.01% 3894
2026
Q1 		$499K Buy
68,225
+234
+0.3% +$2.46K ﹤0.01% 2807
2025
Q4 		$719K Sell
67,991
-1,536
-2% -$14K ﹤0.01% 2396
2025
Q3 		$558K Sell
69,527
-8,433
-11% -$68.3K ﹤0.01% 2569
2025
Q2 		$490K Sell
77,960
-5,071
-6% -$34.7K ﹤0.01% 2566
2025
Q1 		$725K Buy
83,031
+2,817
+4% +$22.3K ﹤0.01% 2125
2024
Q4 		$469K Hold
80,214
– – ﹤0.01% 2481
2024
Q3 		$490K Buy
80,214
+973
+1% +$4.79K ﹤0.01% 2434
2024
Q2 		$285K Hold
79,241
– – ﹤0.01% 2741
2024
Q1 		$285K Sell
79,241
-75
-0.1% -$265 ﹤0.01% 2737
2023
Q4 		$298K Hold
79,316
– – ﹤0.01% 2599
2023
Q3 		$230K Hold
79,316
– – ﹤0.01% 2702
2023
Q2 		$278K Buy
+79,316
New +$260K ﹤0.01% 2597

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 $3.38T AUM 44.17% 1-Year Est. Return
DCP
D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return

Cambridge Investment Research Advisors's COMP Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its Compass (COMP) stake by 84% in Q2 2026, selling an estimated $477K and leaving 10,931 shares worth $135K. The position accounts for ﹤0.01% of the portfolio, ranked #3894.

Cambridge Investment Research Advisors first reported a position in COMP in Q2 2023 and has held it in 13 quarters since. The position peaked at $725K in Q1 2025. 437 funds tracked by Wall St. Rank hold COMP as of Q2 2026.

  • Cambridge Investment Research Advisors held 10,931 shares of Compass worth $135K as of Q2 2026.
  • Cambridge Investment Research Advisors sold 57,294 Compass shares in Q2 2026, an estimated $477K.
  • Compass made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #3894 holding.
  • Cambridge Investment Research Advisors first reported a position in Compass in Q2 2023 and has held it in 13 quarters since.
  • Cambridge Investment Research Advisors's Compass position peaked at $725K in Q1 2025.
  • 437 funds tracked by Wall St. Rank held Compass as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.