MWM
COMP icon

Moran Wealth Management’s Compass COMP Stock Holding History

Moran Wealth Management’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
Q1 		– Sell
-16,804
Closed -$178K – 492
2025
Q4 		$178K Buy
+16,804
New +$153K 0.01% 480
2025
Q2 		– Sell
-29,437
Closed -$257K – 478
2025
Q1 		$257K Buy
+29,437
New +$233K 0.01% 412

Other funds holding COMP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SIAU
SB Investment Advisers (UK) London, United Kingdom $7.66B AUM 20.12% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PCM
Parsifal Capital Management Greenwich, Connecticut $826M AUM 47.87% 1-Year Est. Return

Moran Wealth Management's COMP Position: Q1 2026 in Review

Moran Wealth Management sold out of Compass (COMP) in Q1 2026, closing a stake of 16,804 shares — an estimated $178K sold.

Moran Wealth Management first reported a position in COMP in Q1 2025 and held it in 2 quarters. The position peaked at $257K in Q1 2025. 419 funds tracked by Wall St. Rank hold COMP as of Q1 2026.

  • Moran Wealth Management reported no remaining Compass position as of Q1 2026 after selling out during the quarter.
  • Moran Wealth Management sold 16,804 Compass shares in Q1 2026, an estimated $178K.
  • Moran Wealth Management first reported a position in Compass in Q1 2025 and held it in 2 quarters.
  • Moran Wealth Management's Compass position peaked at $257K in Q1 2025.
  • 419 funds tracked by Wall St. Rank held Compass as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.