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COMPASS FINANCIAL MANAGEMENT LLC’s Uranium Energy UEC Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’s Portfolio UEC Stock Details UEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.15K Buy
+300
New +$4.03K ﹤0.01% 1261

Other funds holding UEC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
TGCMU
Titan Global Capital Management USA New York $785M AUM 57.09% 1-Year Est. Return

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

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Uranium Energy (UEC) in Q2 2026: 300 shares worth $3.15K. The stake represents ﹤0.01% of the portfolio and ranks #1261 among its holdings.

284 funds tracked by Wall St. Rank hold UEC as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 300 shares of Uranium Energy worth $3.15K as of Q2 2026.
  • Uranium Energy was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • Uranium Energy made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #1261 holding.
  • 284 funds tracked by Wall St. Rank held Uranium Energy as of Q2 2026.

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