IFWM
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Institute for Wealth Management’s Cimpress CMPR Stock Holding History

Institute for Wealth Management’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
Q2 		$964K Sell
9,474
-223
-2% -$19.8K 0.09% 205
2026
Q1 		$708K Hold
9,697
– – 0.08% 253
2025
Q4 		$646K Buy
9,697
+115
+1% +$7.8K 0.07% 257
2025
Q3 		$604K Buy
9,582
+515
+6% +$28.9K 0.06% 284
2025
Q2 		$426K Hold
9,067
– – 0.05% 345
2025
Q1 		$410K Buy
+9,067
New +$510K 0.05% 339

Other funds holding CMPR

JT
Jupiter Topco New York $245B AUM
PGP
Prescott General Partners Boca Raton, Florida $1.96B AUM 58.65% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SHIM
Spruce House Investment Management New York $3.4B AUM 30.65% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Institute for Wealth Management's CMPR Position: Q2 2026 in Review

Institute for Wealth Management reduced its Cimpress (CMPR) stake by 2.3% in Q2 2026, selling an estimated $19.8K and leaving 9,474 shares worth $964K. The position accounts for 0.09% of the portfolio, ranked #205.

Institute for Wealth Management first reported a position in CMPR in Q1 2025 and has held it in 6 quarters since. 211 funds tracked by Wall St. Rank hold CMPR as of Q2 2026.

  • Institute for Wealth Management held 9,474 shares of Cimpress worth $964K as of Q2 2026.
  • Institute for Wealth Management sold 223 Cimpress shares in Q2 2026, an estimated $19.8K.
  • Cimpress made up 0.09% of Institute for Wealth Management's portfolio in Q2 2026, its #205 holding.
  • Institute for Wealth Management first reported a position in Cimpress in Q1 2025 and has held it in 6 quarters since.
  • 211 funds tracked by Wall St. Rank held Cimpress as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.