IFWM
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Institute for Wealth Management’s Compass COMP Stock Holding History

Institute for Wealth Management’s Portfolio COMP Stock Details COMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$441K Sell
35,800
-36,000
-50% -$300K 0.04% 352
2026
Q1 		$525K Buy
+71,800
New +$754K 0.06% 309

Other funds holding COMP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SIAU
SB Investment Advisers (UK) London, United Kingdom $7.66B AUM 20.12% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CHP
Castle Hook Partners New York $21.8B AUM 215.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
DCP
D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return

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

Institute for Wealth Management reduced its Compass (COMP) stake by 50% in Q2 2026, selling an estimated $300K and leaving 35,800 shares worth $441K. The position accounts for 0.04% of the portfolio, ranked #352.

Institute for Wealth Management first reported a position in COMP in Q1 2026 and has held it in 2 quarters since. The position peaked at $525K in Q1 2026. 437 funds tracked by Wall St. Rank hold COMP as of Q2 2026.

  • Institute for Wealth Management held 35,800 shares of Compass worth $441K as of Q2 2026.
  • Institute for Wealth Management sold 36,000 Compass shares in Q2 2026, an estimated $300K.
  • Compass made up 0.04% of Institute for Wealth Management's portfolio in Q2 2026, its #352 holding.
  • Institute for Wealth Management first reported a position in Compass in Q1 2026 and has held it in 2 quarters since.
  • Institute for Wealth Management's Compass position peaked at $525K in Q1 2026.
  • 437 funds tracked by Wall St. Rank held Compass as of Q2 2026.

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