DiNuzzo Private Wealth
COMP icon

DiNuzzo Private Wealth’s Compass COMP Stock Holding History

DiNuzzo Private Wealth’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 		$302 Hold
34
– – ﹤0.01% 1204
2026
Q2 		$420 Buy
34
+29
+580% +$242 ﹤0.01% 1145
2026
Q1 		$37 Hold
5
– – ﹤0.01% 1320
2025
Q4 		$53 Hold
5
– – ﹤0.01% 1334
2025
Q3 		$46 Hold
5
– – ﹤0.01% 1348
2025
Q2 		$32 Buy
+5
New +$34 ﹤0.01% 1348

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Moody National Bank Trust Division
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
Birch Hill Investment Advisors
Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return
Counterpoint Mutual Funds
Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
RWM
Riverbend Wealth Management Myrtle Beach, South Carolina $220M AUM 23.27% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
Cache Advisors
Cache Advisors San Francisco, California $1.63B AUM 33.42% 1-Year Est. Return
Berman McAleer
Berman McAleer Timonium, Maryland $862M AUM 13.92% 1-Year Est. Return

DiNuzzo Private Wealth's COMP Position: Q3 2026 in Review

DiNuzzo Private Wealth held its Compass (COMP) position steady in Q3 2026 at 34 shares worth $302. The position accounts for ﹤0.01% of the portfolio, ranked #1204.

DiNuzzo Private Wealth first reported a position in COMP in Q2 2025 and has held it in 6 quarters since. The position peaked at $420 in Q2 2026. 29 funds tracked by Wall St. Rank hold COMP as of Q3 2026.

  • DiNuzzo Private Wealth held 34 shares of Compass worth $302 as of Q3 2026.
  • DiNuzzo Private Wealth left its Compass share count unchanged in Q3 2026.
  • Compass made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #1204 holding.
  • DiNuzzo Private Wealth first reported a position in Compass in Q2 2025 and has held it in 6 quarters since.
  • DiNuzzo Private Wealth's Compass position peaked at $420 in Q2 2026.
  • 29 funds tracked by Wall St. Rank held Compass as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.