Clearstead Advisors’s Compass Minerals CMP Stock Holding History

Clearstead Advisors’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
2026 Q2	$2.99K	Buy	+96	New	+$2.71K	﹤0.01%	2342
2025 Q4	–	Sell	-1	Closed	-$20	–	2843
2025 Q3	$20	Buy	+1	New	+$20	﹤0.01%	3021
2023 Q1	–	Sell	-324	Closed	-$13.3K	–	1376
2022 Q4	$13.3K	Hold	324	–	–	﹤0.01%	869
2022 Q3	$12K	Hold	324	–	–	﹤0.01%	856
2022 Q2	$11K	Hold	324	–	–	﹤0.01%	909
2022 Q1	$20K	Hold	324	–	–	﹤0.01%	868
2021 Q4	$17K	Sell	324 -583	-64%	-$35.5K	﹤0.01%	847
2021 Q3	$58K	Buy	907 +327	+56%	+$21.5K	﹤0.01%	584
2021 Q2	$34K	Buy	580 +256	+79%	+$17K	﹤0.01%	620
2021 Q1	$20K	Hold	324	–	–	﹤0.01%	675
2020 Q4	$20K	Hold	324	–	–	﹤0.01%	631
2020 Q3	$19K	Hold	324	–	–	﹤0.01%	589
2020 Q2	$16K	Buy	+324	New	+$15K	﹤0.01%	547

Other funds holding CMP

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 New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

ICM

Irenic Capital Management New York $2.08B AUM 19.87% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

GCM

Gumshoe Capital Management New York $109M AUM

Clearstead Advisors's CMP Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Compass Minerals (CMP) in Q2 2026: 96 shares worth $2.99K. The stake represents ﹤0.01% of the portfolio and ranks #2342 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in CMP as recently as Q3 2025.

Clearstead Advisors first reported a position in CMP in Q2 2020 and has held it in 13 quarters since. The position peaked at $58K in Q3 2021. 233 funds tracked by Wall St. Rank hold CMP as of Q2 2026.

Clearstead Advisors held 96 shares of Compass Minerals worth $2.99K as of Q2 2026.
Compass Minerals was a new Clearstead Advisors position in Q2 2026.
Compass Minerals made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2342 holding.
Clearstead Advisors first reported a position in Compass Minerals in Q2 2020 and has held it in 13 quarters since.
Clearstead Advisors's Compass Minerals position peaked at $58K in Q3 2021.
233 funds tracked by Wall St. Rank held Compass Minerals as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.