Marshall & Sterling Wealth Advisors
CMP icon

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
Q3 		$2.2K Hold
100
– – ﹤0.01% 311
2026
Q2 		$3.11K Hold
100
– – ﹤0.01% 287
2026
Q1 		$2.34K 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 		$1.12K Buy
+100
New +$1.31K ﹤0.01% 331

Other funds holding CMP

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
O'Keefe Stevens Advisory
O'Keefe Stevens Advisory Rochester, New York $489M AUM 37.59% 1-Year Est. Return
Lee, Danner & Bass
Lee, Danner & Bass Nashville, Tennessee $1.71B AUM 27.42% 1-Year Est. Return
Hennessy Advisors Inc
Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley Richmond, Virginia $5.37B AUM 3.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's CMP Position: Q3 2026 in Review

Marshall & Sterling Wealth Advisors held its Compass Minerals (CMP) position steady in Q3 2026 at 100 shares worth $2.2K. The position accounts for ﹤0.01% of the portfolio, ranked #311.

Marshall & Sterling Wealth Advisors first reported a position in CMP in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.11K in Q2 2026. 76 funds tracked by Wall St. Rank hold CMP as of Q3 2026.

  • Marshall & Sterling Wealth Advisors held 100 shares of Compass Minerals worth $2.2K as of Q3 2026.
  • Marshall & Sterling Wealth Advisors left its Compass Minerals share count unchanged in Q3 2026.
  • Compass Minerals made up ﹤0.01% of Marshall & Sterling Wealth Advisors's portfolio in Q3 2026, its #311 holding.
  • Marshall & Sterling Wealth Advisors first reported a position in Compass Minerals in Q4 2024 and has held it in 8 quarters since.
  • Marshall & Sterling Wealth Advisors's Compass Minerals position peaked at $3.11K in Q2 2026.
  • 76 funds tracked by Wall St. Rank held Compass Minerals as of Q3 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.