EWA
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EverSource Wealth Advisors’s Compass COMP Stock Holding History

EverSource Wealth Advisors’s Portfolio COMP Stock Details COMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$121K Buy
9,799
+20
+0.2% +$167 ﹤0.01% 1290
2026
Q1 		$71.5K Buy
9,779
+8,529
+682% +$89.6K ﹤0.01% 1642
2025
Q4 		$13.2K Sell
1,250
-112
-8% -$1.02K ﹤0.01% 2657
2025
Q3 		$10.9K Buy
1,362
+25
+2% +$203 ﹤0.01% 2777
2025
Q2 		$8.4K Buy
1,337
+617
+86% +$4.23K ﹤0.01% 2922
2025
Q1 		$6.29K Buy
720
+497
+223% +$3.94K ﹤0.01% 2385
2024
Q4 		$1.3K Buy
+223
New +$1.41K ﹤0.01% 2882
2023
Q1 		– Sell
-1,248
Closed -$2.91K – 2410
2022
Q4 		$2.91K Buy
+1,248
New +$3.27K ﹤0.01% 1797

Other funds holding COMP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SIAU
SB Investment Advisers (UK) London, United Kingdom $7.66B AUM 20.12% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CHP
Castle Hook Partners New York $21.8B AUM 215.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
DCP
D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return

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

EverSource Wealth Advisors increased its Compass (COMP) stake by 0.2% in Q2 2026, buying an estimated $167 and bringing the position to 9,799 shares worth $121K. The position accounts for ﹤0.01% of the portfolio, ranked #1290.

EverSource Wealth Advisors first reported a position in COMP in Q4 2022 and has held it in 8 quarters since. 437 funds tracked by Wall St. Rank hold COMP as of Q2 2026.

  • EverSource Wealth Advisors held 9,799 shares of Compass worth $121K as of Q2 2026.
  • EverSource Wealth Advisors bought 20 Compass shares in Q2 2026, an estimated $167.
  • Compass made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1290 holding.
  • EverSource Wealth Advisors first reported a position in Compass in Q4 2022 and has held it in 8 quarters since.
  • 437 funds tracked by Wall St. Rank held Compass as of Q2 2026.

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