Insight Advisors’s Compass Diversified CODI Stock Holding History

Insight Advisors’s Portfolio CODI Stock Details CODI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$177K	Hold	16,575	–	–	0.03%	231
2026 Q1	$130K	Sell	16,575 -541	-3%	-$3.44K	0.02%	233
2025 Q4	$82.2K	Buy	17,116 +2	+0%	+$13	0.01%	280
2025 Q3	$113K	Sell	17,114 -2	-0%	-$14	0.02%	283
2025 Q2	$107K	Buy	17,116 +2,440	+17%	+$27.1K	0.02%	279
2025 Q1	$274K	Buy	14,676 +49	+0.3%	+$1.01K	0.05%	233
2024 Q4	$338K	Buy	14,627 +51	+0.3%	+$1.15K	0.06%	205
2024 Q3	$323K	Sell	14,576 -57	-0.4%	-$1.24K	0.06%	219
2024 Q2	$320K	Buy	14,633 +46	+0.3%	+$1.03K	0.06%	217
2024 Q1	$351K	Buy	+14,587	New	+$332K	0.07%	210

Other funds holding CODI

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

ACM

ADW Capital Management Miami Beach, Florida $467M AUM 9.2% 1-Year Est. Return

Mangrove Partners Greenwich, Connecticut $1.52B AUM 36.54% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

WSL

Western Standard LLC Los Angeles, California $295M AUM 40.98% 1-Year Est. Return

SCM

SG Capital Management Chicago, Illinois $1.21B AUM 70.92% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Insight Advisors's CODI Position: Q2 2026 in Review

Insight Advisors held its Compass Diversified (CODI) position steady in Q2 2026 at 16,575 shares worth $177K. The position accounts for 0.03% of the portfolio, ranked #231.

Insight Advisors first reported a position in CODI in Q1 2024 and has held it in 10 quarters since. The position peaked at $351K in Q1 2024. 182 funds tracked by Wall St. Rank hold CODI as of Q2 2026.

Insight Advisors held 16,575 shares of Compass Diversified worth $177K as of Q2 2026.
Insight Advisors left its Compass Diversified share count unchanged in Q2 2026.
Compass Diversified made up 0.03% of Insight Advisors's portfolio in Q2 2026, its #231 holding.
Insight Advisors first reported a position in Compass Diversified in Q1 2024 and has held it in 10 quarters since.
Insight Advisors's Compass Diversified position peaked at $351K in Q1 2024.
182 funds tracked by Wall St. Rank held Compass Diversified as of Q2 2026.

Based on Insight Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.