CAPTRUST Financial Advisors’s Compass Minerals CMP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$263K Buy
+8,447
New +$239K ﹤0.01% 2689
2023
Q3
Sell
-6,780
Closed -$231K 2648
2023
Q2
$231K Buy
+6,780
New +$225K ﹤0.01% 2159
2023
Q1
Sell
-6,001
Closed -$246K 2327
2022
Q4
$246K Sell
6,001
-6,547
-52% -$271K ﹤0.01% 1813
2022
Q3
$483K Buy
12,548
+3,844
+44% +$147K ﹤0.01% 1266
2022
Q2
$308K Sell
8,704
-97
-1% -$4.8K ﹤0.01% 1412
2022
Q1
$553K Buy
8,801
+74
+0.8% +$4.2K ﹤0.01% 1105
2021
Q4
$446K Sell
8,727
-274
-3% -$16.7K ﹤0.01% 1179
2021
Q3
$580K Sell
9,001
-611
-6% -$40.2K ﹤0.01% 970
2021
Q2
$570K Buy
9,612
+677
+8% +$44.9K 0.01% 939
2021
Q1
$560K Sell
8,935
-541
-6% -$34.6K 0.01% 920
2020
Q4
$585K Buy
9,476
+1,770
+23% +$110K 0.01% 779
2020
Q3
$460K Buy
7,706
+5,040
+189% +$278K 0.01% 741
2020
Q2
$131K Buy
+2,666
New +$124K ﹤0.01% 1218
2019
Q4
Sell
-1,149
Closed -$65K 1149
2019
Q3
$65K Buy
1,149
+479
+71% +$25.7K ﹤0.01% 915
2019
Q2
$37K Hold
670
﹤0.01% 1079
2019
Q1
$36K Hold
670
﹤0.01% 992
2018
Q4
$28K Hold
670
﹤0.01% 914
2018
Q3
$45K Buy
+670
New +$43.7K ﹤0.01% 794

Other funds holding CMP

CAPTRUST Financial Advisors's CMP Position: Q2 2026 in Review

CAPTRUST Financial Advisors opened a new position in Compass Minerals (CMP) in Q2 2026: 8,447 shares worth $263K. The stake represents ﹤0.01% of the portfolio and ranks #2689 among its holdings. This is a return to the name: CAPTRUST Financial Advisors previously reported a position in CMP as recently as Q2 2023.

CAPTRUST Financial Advisors first reported a position in CMP in Q3 2018 and has held it in 18 quarters since. The position peaked at $585K in Q4 2020. 234 funds tracked by Wall St. Rank hold CMP as of Q2 2026.

  • CAPTRUST Financial Advisors held 8,447 shares of Compass Minerals worth $263K as of Q2 2026.
  • Compass Minerals was a new CAPTRUST Financial Advisors position in Q2 2026.
  • Compass Minerals made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2689 holding.
  • CAPTRUST Financial Advisors first reported a position in Compass Minerals in Q3 2018 and has held it in 18 quarters since.
  • CAPTRUST Financial Advisors's Compass Minerals position peaked at $585K in Q4 2020.
  • 234 funds tracked by Wall St. Rank held Compass Minerals as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.