CFML
SI

COMPASS FINANCIAL MANAGEMENT LLC’s Shoulder Innovations Inc SI Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’s Portfolio SI Stock Details SI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$29.9K Buy
+1,472
New +$22.6K ﹤0.01% 798

Other funds holding SI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
KC
KCM Capital Shawnee, Kansas $618M AUM
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
RC
Roubaix Capital Denver, Colorado $279M AUM 54.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CM
CM Management Gulf Breeze, Florida $157M AUM 60.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's SI Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Shoulder Innovations Inc (SI) in Q2 2026: 1,472 shares worth $29.9K. The stake represents ﹤0.01% of the portfolio and ranks #798 among its holdings.

51 funds tracked by Wall St. Rank hold SI as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 1,472 shares of Shoulder Innovations Inc worth $29.9K as of Q2 2026.
  • Shoulder Innovations Inc was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • Shoulder Innovations Inc made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #798 holding.
  • 51 funds tracked by Wall St. Rank held Shoulder Innovations Inc as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.