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Investment House LLC’s Compass COMP Stock Holding History

Investment House LLC’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 		$4.09M Buy
332,030
+3,555
+1% +$29.6K 0.19% 87
2026
Q1 		$2.4M Buy
328,475
+68,025
+26% +$715K 0.12% 115
2025
Q4 		$2.75M Buy
260,450
+200,450
+334% +$1.83M 0.13% 109
2025
Q3 		$482K Buy
+60,000
New +$486K 0.02% 185

Other funds holding COMP

New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return
LM
Lansing Management New York $165M AUM 8.95% 1-Year Est. Return
SQA
Simon Quick Advisors Morristown, New Jersey $2.48B AUM 21.26% 1-Year Est. Return
DACS
Dymon Asia Capital (Singapore) Singapore $2.39B AUM 150.5% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
OAM
OP Asset Management Helsinki $9.38B AUM 42.35% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Investment House LLC's COMP Position: Q2 2026 in Review

Investment House LLC increased its Compass (COMP) stake by 1.1% in Q2 2026, buying an estimated $29.6K and bringing the position to 332,030 shares worth $4.09M. The position accounts for 0.19% of the portfolio, ranked #87.

Investment House LLC first reported a position in COMP in Q3 2025 and has held it in 4 quarters since. 96 funds tracked by Wall St. Rank hold COMP as of Q2 2026.

  • Investment House LLC held 332,030 shares of Compass worth $4.09M as of Q2 2026.
  • Investment House LLC bought 3,555 Compass shares in Q2 2026, an estimated $29.6K.
  • Compass made up 0.19% of Investment House LLC's portfolio in Q2 2026, its #87 holding.
  • Investment House LLC first reported a position in Compass in Q3 2025 and has held it in 4 quarters since.
  • 96 funds tracked by Wall St. Rank held Compass as of Q2 2026.

Based on Investment House LLC's 13F filing for Q2 2026, filed 21 Jul 2026.