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Marshall & Sterling Wealth Advisors’s Compass Minerals CMP Stock Holding History

Marshall & Sterling Wealth Advisors’s Portfolio CMP Stock Details CMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.11K Hold
100
– – ﹤0.01% 287
2026
Q1 		$2.33K Hold
100
– – ﹤0.01% 288
2025
Q4 		$1.96K Hold
100
– – ﹤0.01% 293
2025
Q3 		$1.92K Hold
100
– – ﹤0.01% 560
2025
Q2 		$2.01K Hold
100
– – ﹤0.01% 544
2025
Q1 		$929 Hold
100
– – ﹤0.01% 590
2024
Q4 		$1.13K Buy
+100
New +$1.31K ﹤0.01% 331

Other funds holding CMP

OKSA
O'Keefe Stevens Advisory Rochester, New York $488M AUM 56.91% 1-Year Est. Return
LDB
Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IWN
Independent Wealth Network Urbandale, Iowa $393M AUM 30.08% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's CMP Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors held its Compass Minerals (CMP) position steady in Q2 2026 at 100 shares worth $3.11K. The position accounts for ﹤0.01% of the portfolio, ranked #287.

Marshall & Sterling Wealth Advisors first reported a position in CMP in Q4 2024 and has held it in 7 quarters since. 24 funds tracked by Wall St. Rank hold CMP as of Q2 2026.

  • Marshall & Sterling Wealth Advisors held 100 shares of Compass Minerals worth $3.11K as of Q2 2026.
  • Marshall & Sterling Wealth Advisors left its Compass Minerals share count unchanged in Q2 2026.
  • Compass Minerals made up ﹤0.01% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #287 holding.
  • Marshall & Sterling Wealth Advisors first reported a position in Compass Minerals in Q4 2024 and has held it in 7 quarters since.
  • 24 funds tracked by Wall St. Rank held Compass Minerals as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.