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Compass Wealth Management’s Hain Celestial HAIN Stock Holding History

Compass Wealth Management’s Portfolio HAIN Stock Details HAIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-25
Closed -$104 – 255
2025
Q1 		$104 Sell
25
-25
-50% -$112 ﹤0.01% 434
2024
Q4 		$308 Sell
50
-500
-91% -$4K ﹤0.01% 391
2024
Q3 		$4.75K Hold
550
– – ﹤0.01% 372
2024
Q2 		$3.8K Sell
550
-600
-52% -$4.12K ﹤0.01% 379
2024
Q1 		$9.04K Sell
1,150
-167,131
-99% -$1.65M ﹤0.01% 351
2023
Q4 		$1.84M Buy
168,281
+620
+0.4% +$6.7K 0.51% 66
2023
Q3 		$1.74M Buy
167,661
+58,108
+53% +$671K 0.55% 62
2023
Q2 		$1.37M Sell
109,553
-4,625
-4% -$68.1K 0.41% 72
2023
Q1 		$1.96M Sell
114,178
-3,625
-3% -$66K 0.62% 54
2022
Q4 		$1.91M Buy
+117,803
New +$2.1M 0.62% 56

Other funds holding HAIN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Compass Wealth Management's HAIN Position: Q2 2025 in Review

Compass Wealth Management sold out of Hain Celestial (HAIN) in Q2 2025, closing a stake of 25 shares — an estimated $104 sold.

Compass Wealth Management first reported a position in HAIN in Q4 2022 and held it in 10 quarters. The position peaked at $1.96M in Q1 2023. 186 funds tracked by Wall St. Rank hold HAIN as of Q2 2025.

  • Compass Wealth Management reported no remaining Hain Celestial position as of Q2 2025 after selling out during the quarter.
  • Compass Wealth Management sold 25 Hain Celestial shares in Q2 2025, an estimated $104.
  • Compass Wealth Management first reported a position in Hain Celestial in Q4 2022 and held it in 10 quarters.
  • Compass Wealth Management's Hain Celestial position peaked at $1.96M in Q1 2023.
  • 186 funds tracked by Wall St. Rank held Hain Celestial as of Q2 2025.

Based on Compass Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.