NERM
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New England Research & Management’s Compass COMP Stock Holding History

New England Research & 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
Q2 		$133K Hold
10,797
– – 0.05% 134
2026
Q1 		$78.9K Buy
10,797
+767
+8% +$8.06K 0.03% 143
2025
Q4 		$106K Hold
10,030
– – 0.05% 144
2025
Q3 		$80.5K Sell
10,030
-3,495
-26% -$28.3K 0.04% 146
2025
Q2 		$85K Buy
+13,525
New +$92.6K 0.04% 147

Other funds holding COMP

RWP
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
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return
AWM
Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return