CPA
IRBT

Compass Planning Associates’s iRobot IRBT Stock Holding History

Compass Planning Associates’s Portfolio IRBT Stock Details IRBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-172
Closed -$538 – 76
2025
Q2 		$538 Hold
172
– – ﹤0.01% 123
2025
Q1 		$464 Hold
172
– – ﹤0.01% 130
2024
Q4 		$1.33K Buy
+172
New +$1.38K ﹤0.01% 134

Other funds holding IRBT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Compass Planning Associates's IRBT Position: Q3 2025 in Review

Compass Planning Associates sold out of iRobot (IRBT) in Q3 2025, closing a stake of 172 shares — an estimated $538 sold.

Compass Planning Associates first reported a position in IRBT in Q4 2024 and held it in 3 quarters. The position peaked at $1.33K in Q4 2024. 123 funds tracked by Wall St. Rank hold IRBT as of Q3 2025.

  • Compass Planning Associates reported no remaining iRobot position as of Q3 2025 after selling out during the quarter.
  • Compass Planning Associates sold 172 iRobot shares in Q3 2025, an estimated $538.
  • Compass Planning Associates first reported a position in iRobot in Q4 2024 and held it in 3 quarters.
  • Compass Planning Associates's iRobot position peaked at $1.33K in Q4 2024.
  • 123 funds tracked by Wall St. Rank held iRobot as of Q3 2025.

Based on Compass Planning Associates's 13F filing for Q3 2025, filed 22 Oct 2025.