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CarsonAllaria Wealth Management’s Compass Minerals CMP Stock Holding History

CarsonAllaria Wealth Management’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
2025
Q4 		– Sell
-10,007
Closed -$192K – 68
2025
Q3 		$192K Sell
10,007
-300
-3% -$5.96K 0.1% 68
2025
Q2 		$207K Sell
10,307
-1,287
-11% -$20.8K 0.11% 63
2025
Q1 		$108K Buy
11,594
+143
+1% +$1.63K 0.06% 100
2024
Q4 		$129K Sell
11,451
-359
-3% -$4.69K 0.07% 85
2024
Q3 		$142K Buy
11,810
+7,151
+153% +$75.8K 0.08% 83
2024
Q2 		$48.1K Buy
4,659
+966
+26% +$12.5K 0.03% 126
2024
Q1 		$58.1K Sell
3,693
-542
-13% -$11.4K 0.04% 126
2023
Q4 		$107K Buy
4,235
+484
+13% +$12.4K 0.08% 85
2023
Q3 		$105K Sell
3,751
-167
-4% -$5.37K 0.09% 86
2023
Q2 		$133K Buy
3,918
+6
+0.2% +$199 0.1% 82
2023
Q1 		$134K Sell
3,912
-6
-0.2% -$240 0.11% 78
2022
Q4 		$161K Buy
3,918
+8
+0.2% +$331 0.14% 70
2022
Q3 		$151K Buy
3,910
+12
+0.3% +$458 0.14% 75
2022
Q2 		$138K Buy
3,898
+14
+0.4% +$693 0.13% 80
2022
Q1 		$244K Buy
3,884
+16
+0.4% +$909 0.22% 57
2021
Q4 		$198K Buy
+3,868
New +$236K 0.18% 66

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EMCIP
Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $191M AUM 23.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
GCM
Gumshoe Capital Management New York $109M AUM
NM
Newtyn Management New York $801M AUM 23.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CarsonAllaria Wealth Management's CMP Position: Q4 2025 in Review

CarsonAllaria Wealth Management sold out of Compass Minerals (CMP) in Q4 2025, closing a stake of 10,007 shares — an estimated $192K sold.

CarsonAllaria Wealth Management first reported a position in CMP in Q4 2021 and held it in 16 quarters. The position peaked at $244K in Q1 2022. 195 funds tracked by Wall St. Rank hold CMP as of Q4 2025.

  • CarsonAllaria Wealth Management reported no remaining Compass Minerals position as of Q4 2025 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 10,007 Compass Minerals shares in Q4 2025, an estimated $192K.
  • CarsonAllaria Wealth Management first reported a position in Compass Minerals in Q4 2021 and held it in 16 quarters.
  • CarsonAllaria Wealth Management's Compass Minerals position peaked at $244K in Q1 2022.
  • 195 funds tracked by Wall St. Rank held Compass Minerals as of Q4 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q4 2025, filed 22 Jan 2026.