Comprehensive Financial Planning’s Coda Octopus Group CODA Stock Holding History

Comprehensive Financial Planning’s Portfolio CODA Stock Details CODA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$225	Buy	+23	New	+$266	﹤0.01%	396

Other funds holding CODA

EIM

Essex Investment Management Boston, Massachusetts $763M AUM 108.51% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

MIM

Meros Investment Management Dallas, Texas $315M AUM 58.44% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

ACM

Archon Capital Management Seattle, Washington $246M AUM 130.69% 1-Year Est. Return

RRA

Round Rock Advisors Wilton, Connecticut $776M AUM 39.53% 1-Year Est. Return

LCM

Legato Capital Management San Francisco, California $1.21B AUM 82.36% 1-Year Est. Return

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Comprehensive Financial Planning's CODA Position: Q2 2026 in Review

Comprehensive Financial Planning opened a new position in Coda Octopus Group (CODA) in Q2 2026: 23 shares worth $225. The stake represents ﹤0.01% of the portfolio and ranks #396 among its holdings.

63 funds tracked by Wall St. Rank hold CODA as of Q2 2026.

Comprehensive Financial Planning held 23 shares of Coda Octopus Group worth $225 as of Q2 2026.
Coda Octopus Group was a new Comprehensive Financial Planning position in Q2 2026.
Coda Octopus Group made up ﹤0.01% of Comprehensive Financial Planning's portfolio in Q2 2026, its #396 holding.
63 funds tracked by Wall St. Rank held Coda Octopus Group as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.