Compass Wealth Management’s Labcorp LH Stock Holding History

Compass Wealth Management’s Portfolio LH Stock Details LH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-1,379	Closed	-$396K	–	116
2025 Q3	$396K	Hold	1,379	–	–	0.09%	118
2025 Q2	$362K	Hold	1,379	–	–	0.09%	121
2025 Q1	$321K	Hold	1,379	–	–	0.08%	127
2024 Q4	$316K	Hold	1,379	–	–	0.08%	133
2024 Q3	$308K	Hold	1,379	–	–	0.07%	138
2024 Q2	$281K	Hold	1,379	–	–	0.07%	138
2024 Q1	$301K	Buy	1,379 +67	+5%	+$14.8K	0.08%	134
2023 Q4	$298K	Sell	1,312 -457	-26%	-$96K	0.08%	132
2023 Q3	$356K	Sell	1,769 -552	-24%	-$116K	0.11%	120
2023 Q2	$481K	Sell	2,321 -72	-3%	-$14K	0.15%	114
2023 Q1	$472K	Sell	2,393 -189	-7%	-$38.9K	0.15%	117
2022 Q4	$522K	Buy	+2,582	New	+$505K	0.17%	112

Other funds holding LH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Compass Wealth Management's LH Position: Q4 2025 in Review

Compass Wealth Management sold out of Labcorp (LH) in Q4 2025, closing a stake of 1,379 shares — an estimated $396K sold.

Compass Wealth Management first reported a position in LH in Q4 2022 and held it in 12 quarters. The position peaked at $522K in Q4 2022. 1,024 funds tracked by Wall St. Rank hold LH as of Q4 2025.

Compass Wealth Management reported no remaining Labcorp position as of Q4 2025 after selling out during the quarter.
Compass Wealth Management sold 1,379 Labcorp shares in Q4 2025, an estimated $396K.
Compass Wealth Management first reported a position in Labcorp in Q4 2022 and held it in 12 quarters.
Compass Wealth Management's Labcorp position peaked at $522K in Q4 2022.
1,024 funds tracked by Wall St. Rank held Labcorp as of Q4 2025.

Based on Compass Wealth Management's 13F filing for Q4 2025, filed 11 Feb 2026.