Herold Advisors’s Cimpress CMPR Stock Holding History

Herold Advisors’s Portfolio CMPR Stock Details CMPR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$841K	Hold	10,900	–	–	0.16%	133
2026 Q2	$1.11M	Hold	10,900	–	–	0.22%	113
2026 Q1	$796K	Hold	10,900	–	–	0.17%	128
2025 Q4	$726K	Hold	10,900	–	–	0.16%	135
2025 Q3	$687K	Hold	10,900	–	–	0.16%	143
2025 Q2	$512K	Sell	10,900 -2,000	-16%	-$87.4K	0.11%	187
2025 Q1	$583K	Hold	12,900	–	–	0.13%	170
2024 Q4	$925K	Sell	12,900 -2,000	-13%	-$157K	0.2%	132
2024 Q3	$1.22M	Hold	14,900	–	–	0.27%	111
2024 Q2	$1.31M	Hold	14,900	–	–	0.3%	91
2024 Q1	$1.32M	Hold	14,900	–	–	0.32%	90
2023 Q4	$1.19M	Sell	14,900 -500	-3%	-$34.8K	0.33%	89
2023 Q3	$1.08M	Hold	15,400	–	–	0.33%	88
2023 Q2	$916K	Hold	15,400	–	–	0.28%	110
2023 Q1	$675K	Hold	15,400	–	–	0.23%	108
2022 Q4	$425K	Sell	15,400 -1,700	-10%	-$44.1K	0.18%	130
2022 Q3	$418K	Sell	17,100 -2,000	-10%	-$68.4K	0.2%	119
2022 Q2	$742K	Hold	19,100	–	–	0.33%	93
2022 Q1	$1.21M	Hold	19,100	–	–	0.43%	74
2021 Q4	$1.37M	Hold	19,100	–	–	0.53%	67
2021 Q3	$1.66M	Buy	+19,100	New	+$1.87M	0.65%	44

Other funds holding CMPR

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Legacy Advisors Plymouth Meeting, Pennsylvania $1.05B AUM 17.6% 1-Year Est. Return

CIA

Citadel Investment Advisory Chesterland, Ohio $218M AUM 5.34% 1-Year Est. Return

HCA

Harbour Capital Advisors Tysons Corner, Virginia $548M AUM 37.76% 1-Year Est. Return

CIM

Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Herold Advisors's CMPR Position: Q3 2026 in Review

Herold Advisors held its Cimpress (CMPR) position steady in Q3 2026 at 10,900 shares worth $841K. The position accounts for 0.16% of the portfolio, ranked #133.

Herold Advisors first reported a position in CMPR in Q3 2021 and has held it in 21 quarters since. The position peaked at $1.66M in Q3 2021. 20 funds tracked by Wall St. Rank hold CMPR as of Q3 2026.

Herold Advisors held 10,900 shares of Cimpress worth $841K as of Q3 2026.
Herold Advisors left its Cimpress share count unchanged in Q3 2026.
Cimpress made up 0.16% of Herold Advisors's portfolio in Q3 2026, its #133 holding.
Herold Advisors first reported a position in Cimpress in Q3 2021 and has held it in 21 quarters since.
Herold Advisors's Cimpress position peaked at $1.66M in Q3 2021.
20 funds tracked by Wall St. Rank held Cimpress as of Q3 2026.

Based on Herold Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.