MassMutual Private Wealth & Trust’s Compass COMP Stock Holding History

MassMutual Private Wealth & Trust’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 Q2	$2.42K	Buy	196 +7	+4%	+$58	﹤0.01%	1946
2026 Q1	$1.38K	Hold	189	–	–	﹤0.01%	2060
2025 Q4	$2K	Hold	189	–	–	﹤0.01%	1996
2025 Q3	$1.52K	Hold	189	–	–	﹤0.01%	2053
2025 Q2	$1.19K	Hold	189	–	–	﹤0.01%	2077
2025 Q1	$1.65K	Hold	189	–	–	﹤0.01%	1979
2024 Q4	$1.11K	Hold	189	–	–	﹤0.01%	2002
2024 Q3	$1.16K	Hold	189	–	–	﹤0.01%	1823
2024 Q2	$680	Hold	189	–	–	﹤0.01%	1911
2024 Q1	$680	Buy	+189	New	+$668	﹤0.01%	1798

Other funds holding COMP

Revolve Wealth Partners Hackensack, New Jersey $961M AUM 22.88% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return

Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return

New England Research & Management Chicago, Illinois $257M AUM 25.66% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return