CWG
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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
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 $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SIAU
SB Investment Advisers (UK) London, United Kingdom $7.66B AUM 20.12% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CHP
Castle Hook Partners New York $21.8B AUM 215.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DCP
D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return

Crown Wealth Group's COMP Position: Q2 2026 in Review

Crown Wealth Group held its Compass (COMP) position steady in Q2 2026 at 15,800 shares worth $195K. The position accounts for 0.05% of the portfolio, ranked #148.

Crown Wealth Group first reported a position in COMP in Q1 2025 and has held it in 6 quarters since. 436 funds tracked by Wall St. Rank hold COMP as of Q2 2026.

  • Crown Wealth Group held 15,800 shares of Compass worth $195K as of Q2 2026.
  • Crown Wealth Group left its Compass share count unchanged in Q2 2026.
  • Compass made up 0.05% of Crown Wealth Group's portfolio in Q2 2026, its #148 holding.
  • Crown Wealth Group first reported a position in Compass in Q1 2025 and has held it in 6 quarters since.
  • 436 funds tracked by Wall St. Rank held Compass as of Q2 2026.

Based on Crown Wealth Group's 13F filing for Q2 2026, filed 21 Jul 2026.