NWAG
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Net Worth Advisory Group’s Compass Minerals CMP Stock Holding History

Net Worth Advisory Group’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
2025
Q2 		– Sell
-19,161
Closed -$178K – 429
2025
Q1 		$178K Buy
+19,161
New +$219K 0.06% 350

Other funds holding CMP

KI
Koch Inc Wichita, Kansas $922M AUM 16.65% 1-Year Est. Return
SCP
SailingStone Capital Partners Houston, Texas $440M AUM 127.21% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NM
Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return
EMCIP
Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $222M AUM 35.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Net Worth Advisory Group's CMP Position: Q2 2025 in Review

Net Worth Advisory Group sold out of Compass Minerals (CMP) in Q2 2025, closing a stake of 19,161 shares — an estimated $178K sold.

Net Worth Advisory Group first reported a position in CMP in Q1 2025 and held it in 1 quarter. The position peaked at $178K in Q1 2025. 210 funds tracked by Wall St. Rank hold CMP as of Q2 2025.

  • Net Worth Advisory Group reported no remaining Compass Minerals position as of Q2 2025 after selling out during the quarter.
  • Net Worth Advisory Group sold 19,161 Compass Minerals shares in Q2 2025, an estimated $178K.
  • Net Worth Advisory Group first reported a position in Compass Minerals in Q1 2025 and held it in 1 quarter.
  • Net Worth Advisory Group's Compass Minerals position peaked at $178K in Q1 2025.
  • 210 funds tracked by Wall St. Rank held Compass Minerals as of Q2 2025.

Based on Net Worth Advisory Group's 13F filing for Q2 2025, filed 22 Jul 2025.