HWM
COMP icon

Hemington Wealth Management’s Compass COMP Stock Holding History

Hemington Wealth Management’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
2025
Q3 		$0 Hold
122
– – ﹤0.01% 1560
2025
Q2 		$0 Buy
+122
New +$836 ﹤0.01% 1538

Other funds holding COMP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SIAU
SB Investment Advisers (UK) London, United Kingdom $7.73B AUM 2.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Winslow Capital Management
Winslow Capital Management Minneapolis, Minnesota $25.6B AUM 33.75% 1-Year Est. Return

Hemington Wealth Management's COMP Position: Q3 2025 in Review

Hemington Wealth Management held its Compass (COMP) position steady in Q3 2025 at 122 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1560.

Hemington Wealth Management first reported a position in COMP in Q2 2025 and has held it in 2 quarters since. 343 funds tracked by Wall St. Rank hold COMP as of Q3 2025.

  • Hemington Wealth Management held 122 shares of Compass worth $0 as of Q3 2025.
  • Hemington Wealth Management left its Compass share count unchanged in Q3 2025.
  • Compass made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #1560 holding.
  • Hemington Wealth Management first reported a position in Compass in Q2 2025 and has held it in 2 quarters since.
  • 343 funds tracked by Wall St. Rank held Compass as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.