Compass Financial Management
MODD icon

Compass Financial Management’s Modular Medical MODD Stock Holding History

Compass Financial Management’s Portfolio MODD Stock Details MODD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$17K Buy
+8,500
New +$24.7K ﹤0.01% 995

Other funds holding MODD

EverSource Wealth Advisors
EverSource Wealth Advisors Birmingham, Alabama $3.11B AUM 21.48% 1-Year Est. Return
Newbridge Financial Services Group
Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return
Caitong International Asset Management
Caitong International Asset Management Hong Kong $1.04B AUM 150.25% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Compass Financial Management's MODD Position: Q3 2026 in Review

Compass Financial Management opened a new position in Modular Medical (MODD) in Q3 2026: 8,500 shares worth $17K. The stake represents ﹤0.01% of the portfolio and ranks #995 among its holdings.

5 funds tracked by Wall St. Rank hold MODD as of Q3 2026.

  • Compass Financial Management held 8,500 shares of Modular Medical worth $17K as of Q3 2026.
  • Modular Medical was a new Compass Financial Management position in Q3 2026.
  • Modular Medical made up ﹤0.01% of Compass Financial Management's portfolio in Q3 2026, its #995 holding.
  • 5 funds tracked by Wall St. Rank held Modular Medical as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.