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Mutual Advisors’s Compass COMP Stock Holding History

Mutual Advisors’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
Q3 		$1.33M Buy
149,539
+138
+0.1% +$1.56K 0.02% 539
2026
Q2 		$1.84M Buy
149,401
+32,312
+28% +$269K 0.03% 441
2026
Q1 		$856K Buy
+117,089
New +$1.23M 0.02% 659

Other funds holding COMP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Winslow Capital Management
Winslow Capital Management Minneapolis, Minnesota $27.7B AUM 38.86% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Kanen Wealth Management
Kanen Wealth Management Coconut Creek, Florida $284M AUM 41.47% 1-Year Est. Return

Mutual Advisors's COMP Position: Q3 2026 in Review

Mutual Advisors increased its Compass (COMP) stake by 0.09% in Q3 2026, buying an estimated $1.56K and bringing the position to 149,539 shares worth $1.33M. The position accounts for 0.02% of the portfolio, ranked #539.

Mutual Advisors first reported a position in COMP in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.84M in Q2 2026. 259 funds tracked by Wall St. Rank hold COMP as of Q3 2026.

  • Mutual Advisors held 149,539 shares of Compass worth $1.33M as of Q3 2026.
  • Mutual Advisors bought 138 Compass shares in Q3 2026, an estimated $1.56K.
  • Compass made up 0.02% of Mutual Advisors's portfolio in Q3 2026, its #539 holding.
  • Mutual Advisors first reported a position in Compass in Q1 2026 and has held it in 3 quarters since.
  • Mutual Advisors's Compass position peaked at $1.84M in Q2 2026.
  • 259 funds tracked by Wall St. Rank held Compass as of Q3 2026.

Based on Mutual Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.