EverSource Wealth Advisors’s Compass Pathways CMPS Stock Holding History

EverSource Wealth Advisors’s Portfolio CMPS Stock Details CMPS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$34.5K	Sell	2,436 -2,318	-49%	-$23.5K	﹤0.01%	2029
2026 Q1	$26.3K	Buy	4,754 +1,920	+68%	+$12.9K	﹤0.01%	2327
2025 Q4	$19.6K	Hold	2,834	–	–	﹤0.01%	2397
2025 Q3	$16.2K	Buy	2,834 +54	+2%	+$243	﹤0.01%	2509
2025 Q2	$7.78K	Sell	2,780 -849	-23%	-$3.2K	﹤0.01%	2966
2025 Q1	$10.4K	Buy	+3,629	New	+$13.9K	﹤0.01%	2090
2024 Q4	–	Sell	-8	Closed	-$50	–	3761
2024 Q3	$50	Sell	8 -19	-70%	-$134	﹤0.01%	3004
2024 Q2	$206	Buy	+27	New	+$213	﹤0.01%	2972
2023 Q1	–	Sell	-175	Closed	-$1.41K	–	2408
2022 Q4	$1.41K	Hold	175	–	–	﹤0.01%	2017
2022 Q3	$2K	Hold	175	–	–	﹤0.01%	1638
2022 Q2	$2K	Buy	+175	New	+$1.77K	﹤0.01%	1477

Other funds holding CMPS

DTC

Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return

RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return

BIT Capital Berlin, Germany $3.38B AUM 214.12% 1-Year Est. Return

TCM

Tang Capital Management San Diego, California $2.2B AUM 156.35% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

LGM

Logos Global Management San Francisco, California $2.32B AUM 536.01% 1-Year Est. Return

EHI

Eagle Health Investments Greenwich, Connecticut $603M AUM 111.06% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its Compass Pathways (CMPS) stake by 49% in Q2 2026, selling an estimated $23.5K and leaving 2,436 shares worth $34.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2029.

EverSource Wealth Advisors first reported a position in CMPS in Q2 2022 and has held it in 11 quarters since. 224 funds tracked by Wall St. Rank hold CMPS as of Q2 2026.

EverSource Wealth Advisors held 2,436 shares of Compass Pathways worth $34.5K as of Q2 2026.
EverSource Wealth Advisors sold 2,318 Compass Pathways shares in Q2 2026, an estimated $23.5K.
Compass Pathways made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2029 holding.
EverSource Wealth Advisors first reported a position in Compass Pathways in Q2 2022 and has held it in 11 quarters since.
224 funds tracked by Wall St. Rank held Compass Pathways as of Q2 2026.

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