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Independent Advisor Alliance’s Compass Therapeutics CMPX Stock Holding History

Independent Advisor Alliance’s Portfolio CMPX Stock Details CMPX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$69.2K Buy
31,587
+13,693
+77% +$40.4K ﹤0.01% 1023
2026
Q1 		$94.7K Hold
17,894
– – ﹤0.01% 1549
2025
Q4 		$96.1K Hold
17,894
– – ﹤0.01% 966
2025
Q3 		$62.6K Sell
17,894
-526
-3% -$1.66K ﹤0.01% 924
2025
Q2 		$47.9K Sell
18,420
-30
-0.2% -$62 ﹤0.01% 872
2025
Q1 		$35.1K Buy
18,450
+502
+3% +$1.33K ﹤0.01% 800
2024
Q4 		$26K Buy
+17,948
New +$29.8K ﹤0.01% 1342

Other funds holding CMPX

TCM
Tang Capital Management San Diego, California $2.2B AUM 156.35% 1-Year Est. Return
O
OrbiMed New York $5.4B AUM 163.13% 1-Year Est. Return
SCM
Suvretta Capital Management New York $5.47B AUM 131.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ES
Enavate Sciences Menlo Park, California $345M AUM 134.64% 1-Year Est. Return
VC
Vivo Capital Palo Alto, California $1.1B AUM 799.93% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PAI
Palo Alto Investors Palo Alto, California $724M AUM 96.91% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Independent Advisor Alliance's CMPX Position: Q2 2026 in Review

Independent Advisor Alliance increased its Compass Therapeutics (CMPX) stake by 77% in Q2 2026, buying an estimated $40.4K and bringing the position to 31,587 shares worth $69.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1023.

Independent Advisor Alliance first reported a position in CMPX in Q4 2024 and has held it in 7 quarters since. The position peaked at $96.1K in Q4 2025. 216 funds tracked by Wall St. Rank hold CMPX as of Q2 2026.

  • Independent Advisor Alliance held 31,587 shares of Compass Therapeutics worth $69.2K as of Q2 2026.
  • Independent Advisor Alliance bought 13,693 Compass Therapeutics shares in Q2 2026, an estimated $40.4K.
  • Compass Therapeutics made up ﹤0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #1023 holding.
  • Independent Advisor Alliance first reported a position in Compass Therapeutics in Q4 2024 and has held it in 7 quarters since.
  • Independent Advisor Alliance's Compass Therapeutics position peaked at $96.1K in Q4 2025.
  • 216 funds tracked by Wall St. Rank held Compass Therapeutics as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.