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Root Financial Partners’s Compass Diversified CODI Stock Holding History

Root Financial Partners’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
Q2 		– Sell
-36
Closed -$283 – 980
2026
Q1 		$283 Buy
+36
New +$229 ﹤0.01% 3061

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MP
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WSL
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SCM
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Vanguard Capital Management
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Morgan Stanley
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Root Financial Partners's CODI Position: Q2 2026 in Review

Root Financial Partners sold out of Compass Diversified (CODI) in Q2 2026, closing a stake of 36 shares — an estimated $283 sold.

Root Financial Partners first reported a position in CODI in Q1 2026 and held it in 1 quarter. The position peaked at $283 in Q1 2026. 181 funds tracked by Wall St. Rank hold CODI as of Q2 2026.

  • Root Financial Partners reported no remaining Compass Diversified position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 36 Compass Diversified shares in Q2 2026, an estimated $283.
  • Root Financial Partners first reported a position in Compass Diversified in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Compass Diversified position peaked at $283 in Q1 2026.
  • 181 funds tracked by Wall St. Rank held Compass Diversified as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.