Crown Wealth Group
COMP icon

Crown Wealth Group’s Compass COMP Stock Holding History

Crown Wealth Group’s Portfolio COMP Stock Details COMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$140K Hold
15,800
– – 0.03% 147
2026
Q2 		$195K Hold
15,800
– – 0.05% 148
2026
Q1 		$115K Hold
15,800
– – 0.03% 144
2025
Q4 		$167K Hold
15,800
– – 0.05% 141
2025
Q3 		$127K Hold
15,800
– – 0.04% 126
2025
Q2 		$99.2K Hold
15,800
– – 0.04% 118
2025
Q1 		$138K Buy
+15,800
New +$125K 0.07% 107

Other funds holding COMP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $54.9B AUM 27.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Winslow Capital Management
Winslow Capital Management Minneapolis, Minnesota $27.7B AUM 38.86% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return

Crown Wealth Group's COMP Position: Q3 2026 in Review

Crown Wealth Group held its Compass (COMP) position steady in Q3 2026 at 15,800 shares worth $140K. The position accounts for 0.03% of the portfolio, ranked #147.

Crown Wealth Group first reported a position in COMP in Q1 2025 and has held it in 7 quarters since. The position peaked at $195K in Q2 2026. 290 funds tracked by Wall St. Rank hold COMP as of Q3 2026.

  • Crown Wealth Group held 15,800 shares of Compass worth $140K as of Q3 2026.
  • Crown Wealth Group left its Compass share count unchanged in Q3 2026.
  • Compass made up 0.03% of Crown Wealth Group's portfolio in Q3 2026, its #147 holding.
  • Crown Wealth Group first reported a position in Compass in Q1 2025 and has held it in 7 quarters since.
  • Crown Wealth Group's Compass position peaked at $195K in Q2 2026.
  • 290 funds tracked by Wall St. Rank held Compass as of Q3 2026.

Based on Crown Wealth Group's 13F filing for Q3 2026, filed 19 Oct 2026.