HWA
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Heritage Wealth Advisors’s Compass COMP Stock Holding History

Heritage 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 		$1.41K Hold
115
– – ﹤0.01% 647
2026
Q1 		$837 Hold
115
– – ﹤0.01% 647
2025
Q4 		$1.21K Hold
115
– – ﹤0.01% 555
2025
Q3 		$920 Hold
115
– – ﹤0.01% 549
2025
Q2 		$719 Hold
115
– – ﹤0.01% 541
2025
Q1 		$1K Buy
+115
New +$911 ﹤0.01% 534

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 $3.37T AUM 44.26% 1-Year Est. Return
DCP
D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return

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

Heritage Wealth Advisors held its Compass (COMP) position steady in Q2 2026 at 115 shares worth $1.41K. The position accounts for ﹤0.01% of the portfolio, ranked #647.

Heritage Wealth Advisors first reported a position in COMP in Q1 2025 and has held it in 6 quarters since. 436 funds tracked by Wall St. Rank hold COMP as of Q2 2026.

  • Heritage Wealth Advisors held 115 shares of Compass worth $1.41K as of Q2 2026.
  • Heritage Wealth Advisors left its Compass share count unchanged in Q2 2026.
  • Compass made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #647 holding.
  • Heritage Wealth Advisors first reported a position in Compass in Q1 2025 and has held it in 6 quarters since.
  • 436 funds tracked by Wall St. Rank held Compass as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.