Diversify Advisory Services
CODI icon

Diversify Advisory Services’s Compass Diversified CODI Stock Holding History

Diversify Advisory Services’s Portfolio CODI Stock Details CODI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-12,862
Closed -$129K – 1320
2026
Q2 		$129K Buy
+12,862
New +$140K ﹤0.01% 1215
2024
Q2 		– Sell
-8,731
Closed -$207K – 656
2024
Q1 		$207K Buy
+8,731
New +$199K 0.01% 609

Other funds holding CODI

Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
OFA
Oak Family Advisors Chicago, Illinois $385M AUM 12.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Harbor Investment Advisory
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return
Armstrong Advisory Group
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Diversify Advisory Services's CODI Position: Q3 2026 in Review

Diversify Advisory Services sold out of Compass Diversified (CODI) in Q3 2026, closing a stake of 12,862 shares — an estimated $129K sold.

Diversify Advisory Services first reported a position in CODI in Q1 2024 and held it in 2 quarters. The position peaked at $207K in Q1 2024. 17 funds tracked by Wall St. Rank hold CODI as of Q3 2026.

  • Diversify Advisory Services reported no remaining Compass Diversified position as of Q3 2026 after selling out during the quarter.
  • Diversify Advisory Services sold 12,862 Compass Diversified shares in Q3 2026, an estimated $129K.
  • Diversify Advisory Services first reported a position in Compass Diversified in Q1 2024 and held it in 2 quarters.
  • Diversify Advisory Services's Compass Diversified position peaked at $207K in Q1 2024.
  • 17 funds tracked by Wall St. Rank held Compass Diversified as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.