FFO
CODI icon

Fortitude Family Office’s Compass Diversified CODI Stock Holding History

Fortitude Family Office’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 		$949 Buy
87
+47
+118% +$516 ﹤0.01% 2265
2026
Q2 		$426 Buy
+40
New +$436 ﹤0.01% 2005

Other funds holding CODI

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
CFSG
Community Financial Services Group Newport, Vermont $655M AUM 21.88% 1-Year Est. Return
WPA
West Paces Advisors Atlanta, Georgia $586M AUM 14.12% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Fortitude Family Office's CODI Position: Q3 2026 in Review

Fortitude Family Office increased its Compass Diversified (CODI) stake by 118% in Q3 2026, buying an estimated $516 and bringing the position to 87 shares worth $949. The position accounts for ﹤0.01% of the portfolio, ranked #2265.

Fortitude Family Office first reported a position in CODI in Q2 2026 and has held it in 2 quarters since. 12 funds tracked by Wall St. Rank hold CODI as of Q3 2026.

  • Fortitude Family Office held 87 shares of Compass Diversified worth $949 as of Q3 2026.
  • Fortitude Family Office bought 47 Compass Diversified shares in Q3 2026, an estimated $516.
  • Compass Diversified made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #2265 holding.
  • Fortitude Family Office first reported a position in Compass Diversified in Q2 2026 and has held it in 2 quarters since.
  • 12 funds tracked by Wall St. Rank held Compass Diversified as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.