Global Retirement Partners’s Compass COMP Stock Holding History

Global Retirement Partners’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	$5.39K	Buy	+437	New	+$3.64K	﹤0.01%	3672
2025 Q4	$45.8K	Buy	4,332 +4,030	+1,334%	+$36.8K	﹤0.01%	2404
2025 Q3	$2.42K	Hold	302	–	–	﹤0.01%	3251
2025 Q2	$1.9K	Buy	+302	New	+$2.07K	﹤0.01%	3257
2024 Q4	$1.72K	Hold	294	–	–	﹤0.01%	3126
2024 Q3	$1.8K	Hold	294	–	–	﹤0.01%	2976
2024 Q2	$1.06K	Hold	294	–	–	﹤0.01%	3149
2024 Q1	$1.06K	Hold	294	–	–	﹤0.01%	2961
2023 Q4	$947	Hold	294	–	–	﹤0.01%	2918
2023 Q3	$738	Hold	294	–	–	﹤0.01%	2847
2023 Q2	$1.03K	Hold	294	–	–	﹤0.01%	2777
2023 Q1	$635	Buy	+294	New	+$1.01K	﹤0.01%	2863

Other funds holding COMP

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

DCP

D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return

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

Global Retirement Partners opened a new position in Compass (COMP) in Q2 2026: 437 shares worth $5.39K. The stake represents ﹤0.01% of the portfolio and ranks #3672 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in COMP as recently as Q4 2025.

Global Retirement Partners first reported a position in COMP in Q1 2023 and has held it in 12 quarters since. The position peaked at $45.8K in Q4 2025. 436 funds tracked by Wall St. Rank hold COMP as of Q2 2026.

Global Retirement Partners held 437 shares of Compass worth $5.39K as of Q2 2026.
Compass was a new Global Retirement Partners position in Q2 2026.
Compass made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3672 holding.
Global Retirement Partners first reported a position in Compass in Q1 2023 and has held it in 12 quarters since.
Global Retirement Partners's Compass position peaked at $45.8K in Q4 2025.
436 funds tracked by Wall St. Rank held Compass as of Q2 2026.

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