LPL Financial
CMPX icon

LPL Financial’s Compass Therapeutics CMPX Stock Holding History

LPL Financial’s Portfolio CMPX Stock Details CMPX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$68.9K Sell
31,470
-4,000
-11% -$11.8K ﹤0.01% 5984
2026
Q1 		$188K Sell
35,470
-9,000
-20% -$51.9K ﹤0.01% 5523
2025
Q4 		$239K Buy
44,470
+2,000
+5% +$9.23K ﹤0.01% 5328
2025
Q3 		$149K Hold
42,470
– – ﹤0.01% 5425
2025
Q2 		$110K Buy
42,470
+370
+0.9% +$763 ﹤0.01% 5248
2025
Q1 		$80K Sell
42,100
-2,900
-6% -$7.71K ﹤0.01% 5082
2024
Q4 		$65.3K Sell
45,000
-5,000
-10% -$8.3K ﹤0.01% 5073
2024
Q3 		$92K Hold
50,000
– – ﹤0.01% 4910
2024
Q2 		$50K Buy
+50,000
New +$73K ﹤0.01% 4837

Other funds holding CMPX

TCM
Tang Capital Management San Diego, California $2.2B AUM 156.35% 1-Year Est. Return
O
OrbiMed New York $5.4B AUM 163.13% 1-Year Est. Return
SCM
Suvretta Capital Management New York $5.47B AUM 131.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ES
Enavate Sciences Menlo Park, California $345M AUM 134.64% 1-Year Est. Return
VC
Vivo Capital Palo Alto, California $1.1B AUM 799.93% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PAI
Palo Alto Investors Palo Alto, California $724M AUM 96.91% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

LPL Financial's CMPX Position: Q2 2026 in Review

LPL Financial reduced its Compass Therapeutics (CMPX) stake by 11% in Q2 2026, selling an estimated $11.8K and leaving 31,470 shares worth $68.9K. The position accounts for ﹤0.01% of the portfolio, ranked #5984.

LPL Financial first reported a position in CMPX in Q2 2024 and has held it in 9 quarters since. The position peaked at $239K in Q4 2025. 215 funds tracked by Wall St. Rank hold CMPX as of Q2 2026.

  • LPL Financial held 31,470 shares of Compass Therapeutics worth $68.9K as of Q2 2026.
  • LPL Financial sold 4,000 Compass Therapeutics shares in Q2 2026, an estimated $11.8K.
  • Compass Therapeutics made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5984 holding.
  • LPL Financial first reported a position in Compass Therapeutics in Q2 2024 and has held it in 9 quarters since.
  • LPL Financial's Compass Therapeutics position peaked at $239K in Q4 2025.
  • 215 funds tracked by Wall St. Rank held Compass Therapeutics as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.