Rise Advisors’s Compass COMP Stock Holding History

Rise Advisors’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
2025 Q4	–	Sell	-837	Closed	-$6.72K	–	384
2025 Q3	$6.72K	Hold	837	–	–	﹤0.01%	1117
2025 Q2	$5.26K	Hold	837	–	–	﹤0.01%	1154
2025 Q1	$7.31K	Buy	+837	New	+$6.63K	﹤0.01%	1128

Other funds holding COMP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SIAU

SB Investment Advisers (UK) London, United Kingdom $7.66B AUM 20.12% 1-Year Est. Return

Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Atreides Management Boston, Massachusetts $14.3B AUM 116.01% 1-Year Est. Return

SCA

Southpoint Capital Advisors New York $4.4B AUM 49.36% 1-Year Est. Return

Rise Advisors's COMP Position: Q4 2025 in Review

Rise Advisors sold out of Compass (COMP) in Q4 2025, closing a stake of 837 shares — an estimated $6.72K sold.

Rise Advisors first reported a position in COMP in Q1 2025 and held it in 3 quarters. The position peaked at $7.31K in Q1 2025. 371 funds tracked by Wall St. Rank hold COMP as of Q4 2025.

Rise Advisors reported no remaining Compass position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 837 Compass shares in Q4 2025, an estimated $6.72K.
Rise Advisors first reported a position in Compass in Q1 2025 and held it in 3 quarters.
Rise Advisors's Compass position peaked at $7.31K in Q1 2025.
371 funds tracked by Wall St. Rank held Compass as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.