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Global Retirement Partners’s Compass Diversified CODI Stock Holding History

Global Retirement Partners’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
Q2 		$160K Buy
+15,000
New +$164K ﹤0.01% 1730
2018
Q4 		– Sell
-1,152
Closed -$21K – 1466
2018
Q3 		$21K Hold
1,152
– – ﹤0.01% 788
2018
Q2 		$20K Buy
1,152
+192
+20% +$3.15K 0.01% 789
2018
Q1 		$16K Buy
960
+484
+102% +$8.12K ﹤0.01% 820
2017
Q4 		$8K Buy
+476
New +$8.17K ﹤0.01% 971

Other funds holding CODI

Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACM
ADW Capital Management Miami Beach, Florida $467M AUM 9.2% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.52B AUM 36.54% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
WSL
Western Standard LLC Los Angeles, California $295M AUM 40.98% 1-Year Est. Return
SCM
SG Capital Management Chicago, Illinois $1.21B AUM 70.92% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Global Retirement Partners's CODI Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Compass Diversified (CODI) in Q2 2026: 15,000 shares worth $160K. The stake represents ﹤0.01% of the portfolio and ranks #1730 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in CODI as recently as Q3 2018.

Global Retirement Partners first reported a position in CODI in Q4 2017 and has held it in 5 quarters since. 181 funds tracked by Wall St. Rank hold CODI as of Q2 2026.

  • Global Retirement Partners held 15,000 shares of Compass Diversified worth $160K as of Q2 2026.
  • Compass Diversified was a new Global Retirement Partners position in Q2 2026.
  • Compass Diversified made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1730 holding.
  • Global Retirement Partners first reported a position in Compass Diversified in Q4 2017 and has held it in 5 quarters since.
  • 181 funds tracked by Wall St. Rank held Compass Diversified as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.