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Legacy Wealth Management (Idaho)’s Compass COMP Stock Holding History

Legacy Wealth Management (Idaho)’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
Q1 		$3.65K Buy
+500
New +$5.25K ﹤0.01% 679
2025
Q3 		– Sell
-100
Closed -$628 – 789
2025
Q2 		$628 Buy
+100
New +$685 ﹤0.01% 633

Other funds holding COMP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SIAU
SB Investment Advisers (UK) London, United Kingdom $7.73B AUM 2.35% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCM
Parsifal Capital Management Greenwich, Connecticut $849M AUM 28.52% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s COMP Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) opened a new position in Compass (COMP) in Q1 2026: 500 shares worth $3.65K. The stake represents ﹤0.01% of the portfolio and ranks #679 among its holdings. This is a return to the name: Legacy Wealth Management (Idaho) previously reported a position in COMP as recently as Q2 2025.

Legacy Wealth Management (Idaho) first reported a position in COMP in Q2 2025 and has held it in 2 quarters since. 416 funds tracked by Wall St. Rank hold COMP as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 500 shares of Compass worth $3.65K as of Q1 2026.
  • Compass was a new Legacy Wealth Management (Idaho) position in Q1 2026.
  • Compass made up ﹤0.01% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #679 holding.
  • Legacy Wealth Management (Idaho) first reported a position in Compass in Q2 2025 and has held it in 2 quarters since.
  • 416 funds tracked by Wall St. Rank held Compass as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.