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 Q3	$181K	Hold	16,575	–	–	0.03%	235
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%	+$1.14K	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%	+$1.04K	0.06%	217
2024 Q1	$351K	Buy	+14,587	New	+$332K	0.07%	210

Other funds holding CODI

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Oak Family Advisors Chicago, Illinois $385M AUM 12.33% 1-Year Est. Return

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

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Insight Advisors's CODI Position: Q3 2026 in Review

Insight Advisors held its Compass Diversified (CODI) position steady in Q3 2026 at 16,575 shares worth $181K. The position accounts for 0.03% of the portfolio, ranked #235.

Insight Advisors first reported a position in CODI in Q1 2024 and has held it in 11 quarters since. The position peaked at $351K in Q1 2024. 20 funds tracked by Wall St. Rank hold CODI as of Q3 2026.

Insight Advisors held 16,575 shares of Compass Diversified worth $181K as of Q3 2026.
Insight Advisors left its Compass Diversified share count unchanged in Q3 2026.
Compass Diversified made up 0.03% of Insight Advisors's portfolio in Q3 2026, its #235 holding.
Insight Advisors first reported a position in Compass Diversified in Q1 2024 and has held it in 11 quarters since.
Insight Advisors's Compass Diversified position peaked at $351K in Q1 2024.
20 funds tracked by Wall St. Rank held Compass Diversified as of Q3 2026.

Based on Insight Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.