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Rialto Wealth Management’s Compass COMP Stock Holding History

Rialto Wealth 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 		$1.73K Buy
+140
New +$1.17K ﹤0.01% 1160
2025
Q4 		– Sell
-60
Closed -$482 – 1717
2025
Q3 		$482 Buy
+60
New +$486 ﹤0.01% 1258
2025
Q2 		– Sell
-53
Closed -$463 – 1716
2025
Q1 		$463 Buy
+53
New +$420 ﹤0.01% 924

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

Rialto Wealth Management's COMP Position: Q2 2026 in Review

Rialto Wealth Management opened a new position in Compass (COMP) in Q2 2026: 140 shares worth $1.73K. The stake represents ﹤0.01% of the portfolio and ranks #1160 among its holdings. This is a return to the name: Rialto Wealth Management previously reported a position in COMP as recently as Q3 2025.

Rialto Wealth Management first reported a position in COMP in Q1 2025 and has held it in 3 quarters since. 436 funds tracked by Wall St. Rank hold COMP as of Q2 2026.

  • Rialto Wealth Management held 140 shares of Compass worth $1.73K as of Q2 2026.
  • Compass was a new Rialto Wealth Management position in Q2 2026.
  • Compass made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #1160 holding.
  • Rialto Wealth Management first reported a position in Compass in Q1 2025 and has held it in 3 quarters since.
  • 436 funds tracked by Wall St. Rank held Compass as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.