Nisa Investment Advisors
CODI icon

Nisa Investment Advisors’s Compass Diversified CODI Stock Holding History

Nisa Investment Advisors’s Portfolio CODI Stock Details CODI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$55K Buy
6,993
+6,873
+5,728% +$43.8K ﹤0.01% 1628
2025
Q4 		$576 Sell
120
-5,139
-98% -$32.5K ﹤0.01% 2796
2025
Q3 		$34.8K Buy
5,259
+216
+4% +$1.49K ﹤0.01% 1745
2025
Q2 		$31.7K Buy
5,043
+1,992
+65% +$22.2K ﹤0.01% 1736
2025
Q1 		$57K Hold
3,051
– – ﹤0.01% 1555
2024
Q4 		$70.4K Hold
3,051
– – ﹤0.01% 1575
2024
Q3 		$67.5K Buy
3,051
+2,000
+190% +$43.6K ﹤0.01% 1556
2024
Q2 		$23K Hold
1,051
– – ﹤0.01% 1896
2024
Q1 		$25.3K Buy
1,051
+1,000
+1,961% +$22.8K ﹤0.01% 1822
2023
Q4 		$1.15K Hold
51
– – ﹤0.01% 2243
2023
Q3 		$957 Hold
51
– – ﹤0.01% 2402
2023
Q2 		$1.11K Hold
51
– – ﹤0.01% 2423
2023
Q1 		$1K Hold
51
– – ﹤0.01% 2364
2022
Q4 		$1K Hold
51
– – ﹤0.01% 2409
2022
Q3 		$1K Buy
+51
New +$1.12K ﹤0.01% 2401

Other funds holding CODI

American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
ACM
ADW Capital Management Miami Beach, Florida $229M AUM 11.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return
WSL
Western Standard LLC Los Angeles, California $190M AUM 40.88% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
SCM
SG Capital Management Chicago, Illinois $1.22B AUM 49.98% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
DSCM
Divisadero Street Capital Management Miami, Florida $2.14B AUM 134.55% 1-Year Est. Return