Marshall & Sterling Wealth Advisors
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Marshall & Sterling Wealth Advisors’s Compass Therapeutics CMPX Stock Holding History

Marshall & Sterling Wealth Advisors’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
Q3 		$208 Hold
200
– – ﹤0.01% 360
2026
Q2 		$438 Hold
200
– – ﹤0.01% 320
2026
Q1 		$1.06K Hold
200
– – ﹤0.01% 309
2025
Q4 		$1.07K Hold
200
– – ﹤0.01% 305
2025
Q3 		$700 Hold
200
– – ﹤0.01% 612
2025
Q2 		$520 Hold
200
– – ﹤0.01% 607
2025
Q1 		$380 Hold
200
– – ﹤0.01% 623
2024
Q4 		$290 Buy
+200
New +$332 ﹤0.01% 350

Other funds holding CMPX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
ALPS Advisors
ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

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

Marshall & Sterling Wealth Advisors held its Compass Therapeutics (CMPX) position steady in Q3 2026 at 200 shares worth $208. The position accounts for ﹤0.01% of the portfolio, ranked #360.

Marshall & Sterling Wealth Advisors first reported a position in CMPX in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.07K in Q4 2025. 52 funds tracked by Wall St. Rank hold CMPX as of Q3 2026.

  • Marshall & Sterling Wealth Advisors held 200 shares of Compass Therapeutics worth $208 as of Q3 2026.
  • Marshall & Sterling Wealth Advisors left its Compass Therapeutics share count unchanged in Q3 2026.
  • Compass Therapeutics made up ﹤0.01% of Marshall & Sterling Wealth Advisors's portfolio in Q3 2026, its #360 holding.
  • Marshall & Sterling Wealth Advisors first reported a position in Compass Therapeutics in Q4 2024 and has held it in 8 quarters since.
  • Marshall & Sterling Wealth Advisors's Compass Therapeutics position peaked at $1.07K in Q4 2025.
  • 52 funds tracked by Wall St. Rank held Compass Therapeutics as of Q3 2026.

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