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EverSource Wealth Advisors’s Compass Therapeutics CMPX Stock Holding History

EverSource Wealth Advisors’s Portfolio CMPX Stock Details CMPX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.44K Sell
1,114
-5,028
-82% -$14.8K ﹤0.01% 3648
2026
Q1 		$32.5K Buy
6,142
+1,772
+41% +$10.2K ﹤0.01% 2202
2025
Q4 		$23.5K Sell
4,370
-1,859
-30% -$8.58K ﹤0.01% 2279
2025
Q3 		$21.8K Hold
6,229
– – ﹤0.01% 2305
2025
Q2 		$16.2K Buy
6,229
+6,208
+29,562% +$12.8K ﹤0.01% 2467
2025
Q1 		$40 Buy
+21
New +$56 ﹤0.01% 3916

Other funds holding CMPX

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
HP
HealthInvest Partners Stockholm, Sweden $372M AUM 59.89% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its Compass Therapeutics (CMPX) stake by 82% in Q2 2026, selling an estimated $14.8K and leaving 1,114 shares worth $2.44K. The position accounts for ﹤0.01% of the portfolio, ranked #3648.

EverSource Wealth Advisors first reported a position in CMPX in Q1 2025 and has held it in 6 quarters since. The position peaked at $32.5K in Q1 2026. 59 funds tracked by Wall St. Rank hold CMPX as of Q2 2026.

  • EverSource Wealth Advisors held 1,114 shares of Compass Therapeutics worth $2.44K as of Q2 2026.
  • EverSource Wealth Advisors sold 5,028 Compass Therapeutics shares in Q2 2026, an estimated $14.8K.
  • Compass Therapeutics made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3648 holding.
  • EverSource Wealth Advisors first reported a position in Compass Therapeutics in Q1 2025 and has held it in 6 quarters since.
  • EverSource Wealth Advisors's Compass Therapeutics position peaked at $32.5K in Q1 2026.
  • 59 funds tracked by Wall St. Rank held Compass Therapeutics as of Q2 2026.

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