Creative Planning
CMPX icon

Creative Planning’s Compass Therapeutics CMPX Stock Holding History

Creative Planning’s Portfolio CMPX Stock Details CMPX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$562K Sell
106,191
-1,953
-2% -$11.3K ﹤0.01% 2944
2025
Q4 		$581K Buy
108,144
+47,217
+77% +$218K ﹤0.01% 2706
2025
Q3 		$213K Buy
60,927
+49,443
+431% +$156K ﹤0.01% 3424
2025
Q2 		$29.9K Buy
+11,484
New +$23.7K ﹤0.01% 3571

Other funds holding CMPX

TCM
Tang Capital Management San Diego, California $1.97B AUM 125.1% 1-Year Est. Return
O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
SCM
Suvretta Capital Management New York $3.92B AUM 86.67% 1-Year Est. Return
VC
Vivo Capital Palo Alto, California $1.2B AUM 911.44% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
ES
Enavate Sciences Menlo Park, California $352M AUM 220.14% 1-Year Est. Return
BI
BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Creative Planning's CMPX Position: Q1 2026 in Review

Creative Planning reduced its Compass Therapeutics (CMPX) stake by 1.8% in Q1 2026, selling an estimated $11.3K and leaving 106,191 shares worth $562K. The position accounts for ﹤0.01% of the portfolio, ranked #2944.

Creative Planning first reported a position in CMPX in Q2 2025 and has held it in 4 quarters since. The position peaked at $581K in Q4 2025. 201 funds tracked by Wall St. Rank hold CMPX as of Q1 2026.

  • Creative Planning held 106,191 shares of Compass Therapeutics worth $562K as of Q1 2026.
  • Creative Planning sold 1,953 Compass Therapeutics shares in Q1 2026, an estimated $11.3K.
  • Compass Therapeutics made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2944 holding.
  • Creative Planning first reported a position in Compass Therapeutics in Q2 2025 and has held it in 4 quarters since.
  • Creative Planning's Compass Therapeutics position peaked at $581K in Q4 2025.
  • 201 funds tracked by Wall St. Rank held Compass Therapeutics as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.