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
Q2 		$400K Buy
182,841
+76,650
+72% +$226K ﹤0.01% 3362
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 $2.2B AUM 156.35% 1-Year Est. Return
O
OrbiMed New York $5.4B AUM 163.13% 1-Year Est. Return
SCM
Suvretta Capital Management New York $5.47B AUM 131.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ES
Enavate Sciences Menlo Park, California $345M AUM 134.64% 1-Year Est. Return
VC
Vivo Capital Palo Alto, California $1.1B AUM 799.93% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PAI
Palo Alto Investors Palo Alto, California $724M AUM 96.91% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Creative Planning's CMPX Position: Q2 2026 in Review

Creative Planning increased its Compass Therapeutics (CMPX) stake by 72% in Q2 2026, buying an estimated $226K and bringing the position to 182,841 shares worth $400K. The position accounts for ﹤0.01% of the portfolio, ranked #3362.

Creative Planning first reported a position in CMPX in Q2 2025 and has held it in 5 quarters since. The position peaked at $581K in Q4 2025. 215 funds tracked by Wall St. Rank hold CMPX as of Q2 2026.

  • Creative Planning held 182,841 shares of Compass Therapeutics worth $400K as of Q2 2026.
  • Creative Planning bought 76,650 Compass Therapeutics shares in Q2 2026, an estimated $226K.
  • Compass Therapeutics made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3362 holding.
  • Creative Planning first reported a position in Compass Therapeutics in Q2 2025 and has held it in 5 quarters since.
  • Creative Planning's Compass Therapeutics position peaked at $581K in Q4 2025.
  • 215 funds tracked by Wall St. Rank held Compass Therapeutics as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.