Cerity Partners
COMP icon

Cerity Partners’s Compass COMP Stock Holding History

Cerity Partners’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 		$1.49M Buy
121,034
+48,211
+66% +$402K ﹤0.01% 1757
2026
Q1 		$532K Buy
72,823
+7,190
+11% +$75.5K ﹤0.01% 2253
2025
Q4 		$694K Buy
65,633
+12,546
+24% +$114K ﹤0.01% 1899
2025
Q3 		$426K Sell
53,087
-8,046
-13% -$65.2K ﹤0.01% 2071
2025
Q2 		$384K Sell
61,133
-6,265
-9% -$42.9K ﹤0.01% 2017
2025
Q1 		$588K Buy
67,398
+11,746
+21% +$93K ﹤0.01% 1675
2024
Q4 		$329K Buy
55,652
+17,016
+44% +$108K ﹤0.01% 1991
2024
Q3 		$236K Buy
38,636
+10,445
+37% +$51.4K ﹤0.01% 2220
2024
Q2 		$101K Sell
28,191
-5,744
-17% -$21.1K ﹤0.01% 2109
2024
Q1 		$122K Buy
+33,935
New +$120K ﹤0.01% 2179

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

Cerity Partners's COMP Position: Q2 2026 in Review

Cerity Partners increased its Compass (COMP) stake by 66% in Q2 2026, buying an estimated $402K and bringing the position to 121,034 shares worth $1.49M. The position accounts for ﹤0.01% of the portfolio, ranked #1757.

Cerity Partners first reported a position in COMP in Q1 2024 and has held it in 10 quarters since. 437 funds tracked by Wall St. Rank hold COMP as of Q2 2026.

  • Cerity Partners held 121,034 shares of Compass worth $1.49M as of Q2 2026.
  • Cerity Partners bought 48,211 Compass shares in Q2 2026, an estimated $402K.
  • Compass made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1757 holding.
  • Cerity Partners first reported a position in Compass in Q1 2024 and has held it in 10 quarters since.
  • 437 funds tracked by Wall St. Rank held Compass as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.