EWA
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EverSource Wealth Advisors’s Compass Minerals CMP Stock Holding History

EverSource Wealth Advisors’s Portfolio CMP Stock Details CMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.4K Sell
335
-896
-73% -$25.3K ﹤0.01% 2887
2026
Q1 		$28.7K Sell
1,231
-66
-5% -$1.55K ﹤0.01% 2265
2025
Q4 		$25.5K Buy
1,297
+319
+33% +$5.9K ﹤0.01% 2225
2025
Q3 		$18.8K Sell
978
-59
-6% -$1.17K ﹤0.01% 2402
2025
Q2 		$20.8K Buy
1,037
+570
+122% +$9.21K ﹤0.01% 2257
2025
Q1 		$4.34K Sell
467
-66
-12% -$754 ﹤0.01% 2567
2024
Q4 		$6K Buy
533
+198
+59% +$2.59K ﹤0.01% 2266
2024
Q3 		$4.03K Buy
335
+224
+202% +$2.37K ﹤0.01% 2312
2024
Q2 		$1.48K Sell
111
-121
-52% -$1.56K ﹤0.01% 2642
2024
Q1 		$2.89K Sell
232
-107
-32% -$2.25K ﹤0.01% 2263
2023
Q4 		$8.58K Sell
339
-44
-11% -$1.12K ﹤0.01% 1630
2023
Q3 		$10.7K Sell
383
-208
-35% -$6.69K ﹤0.01% 1398
2023
Q2 		$20.1K Buy
591
+111
+23% +$3.68K ﹤0.01% 1151
2023
Q1 		$16.5K Sell
480
-143
-23% -$5.72K ﹤0.01% 1154
2022
Q4 		$25.5K Hold
623
– – ﹤0.01% 989
2022
Q3 		$24K Buy
+623
New +$23.8K 0.01% 842
2022
Q2 		– Sell
-592
Closed -$37K – 1740
2022
Q1 		$37K Buy
+592
New +$33.6K 0.01% 518

Other funds holding CMP

KI
Koch Inc Wichita, Kansas $1.09B AUM 59.79% 1-Year Est. Return
SCP
SailingStone Capital Partners Houston, Texas $534M AUM 51.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
ICM
Irenic Capital Management New York $2.08B AUM 19.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
GCM
Gumshoe Capital Management New York $109M AUM

EverSource Wealth Advisors's CMP Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Compass Minerals (CMP) stake by 73% in Q2 2026, selling an estimated $25.3K and leaving 335 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2887.

EverSource Wealth Advisors first reported a position in CMP in Q1 2022 and has held it in 17 quarters since. The position peaked at $37K in Q1 2022. 233 funds tracked by Wall St. Rank hold CMP as of Q2 2026.

  • EverSource Wealth Advisors held 335 shares of Compass Minerals worth $10.4K as of Q2 2026.
  • EverSource Wealth Advisors sold 896 Compass Minerals shares in Q2 2026, an estimated $25.3K.
  • Compass Minerals made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2887 holding.
  • EverSource Wealth Advisors first reported a position in Compass Minerals in Q1 2022 and has held it in 17 quarters since.
  • EverSource Wealth Advisors's Compass Minerals position peaked at $37K in Q1 2022.
  • 233 funds tracked by Wall St. Rank held Compass Minerals as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.