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Revolve Wealth Partners’s Compass COMP Stock Holding History

Revolve Wealth Partners’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 		$2.83M Buy
229,678
+61
+0% +$508 0.29% 54
2026
Q1 		$1.68M Buy
229,617
+675
+0.3% +$7.09K 0.22% 65
2025
Q4 		$2.42M Buy
228,942
+66
+0% +$602 0.28% 52
2025
Q3 		$1.84M Buy
228,876
+53
+0% +$429 0.22% 62
2025
Q2 		$1.44M Buy
228,823
+69
+0% +$473 0.19% 65
2025
Q1 		$2M Hold
228,754
– – 0.29% 54
2024
Q4 		$1.34M Buy
+228,754
New +$1.45M 0.19% 63

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
CHP
Castle Hook Partners New York $21.8B AUM 215.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DCP
D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return

Revolve Wealth Partners's COMP Position: Q2 2026 in Review

Revolve Wealth Partners increased its Compass (COMP) stake by 0.03% in Q2 2026, buying an estimated $508 and bringing the position to 229,678 shares worth $2.83M. The position accounts for 0.29% of the portfolio, ranked #54.

Revolve Wealth Partners first reported a position in COMP in Q4 2024 and has held it in 7 quarters since. 435 funds tracked by Wall St. Rank hold COMP as of Q2 2026.

  • Revolve Wealth Partners held 229,678 shares of Compass worth $2.83M as of Q2 2026.
  • Revolve Wealth Partners bought 61 Compass shares in Q2 2026, an estimated $508.
  • Compass made up 0.29% of Revolve Wealth Partners's portfolio in Q2 2026, its #54 holding.
  • Revolve Wealth Partners first reported a position in Compass in Q4 2024 and has held it in 7 quarters since.
  • 435 funds tracked by Wall St. Rank held Compass as of Q2 2026.

Based on Revolve Wealth Partners's 13F filing for Q2 2026, filed 9 Jul 2026.