Diversify Wealth Management
CODI icon

Diversify Wealth Management’s Compass Diversified CODI Stock Holding History

Diversify Wealth Management’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 Hold
12,862
– – ﹤0.01% 1215
2026
Q1 		$146K Buy
12,862
+100
+0.8% +$637 ﹤0.01% 1109
2025
Q4 		$66.7K Buy
12,762
+1,000
+9% +$6.32K ﹤0.01% 616
2025
Q3 		$72.7K Hold
11,762
– – ﹤0.01% 534
2025
Q2 		$81.4K Buy
+11,762
New +$131K 0.01% 529

Other funds holding CODI

Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Oak Family Advisors
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
Insight Advisors
Insight Advisors Newtown, Pennsylvania $568M AUM 20.88% 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
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 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

Diversify Wealth Management's CODI Position: Q3 2026 in Review

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

Diversify Wealth Management first reported a position in CODI in Q2 2025 and held it in 5 quarters. The position peaked at $146K in Q1 2026. 21 funds tracked by Wall St. Rank hold CODI as of Q3 2026.

  • Diversify Wealth Management reported no remaining Compass Diversified position as of Q3 2026 after selling out during the quarter.
  • Diversify Wealth Management sold 12,862 Compass Diversified shares in Q3 2026, an estimated $129K.
  • Diversify Wealth Management first reported a position in Compass Diversified in Q2 2025 and held it in 5 quarters.
  • Diversify Wealth Management's Compass Diversified position peaked at $146K in Q1 2026.
  • 21 funds tracked by Wall St. Rank held Compass Diversified as of Q3 2026.

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