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Simplicity Wealth’s Compass Therapeutics CMPX Stock Holding History

Simplicity Wealth’s Portfolio CMPX Stock Details CMPX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$150K Sell
28,350
-5,519
-16% -$31.9K 0.01% 726
2025
Q4 		$182K Sell
33,869
-3,165
-9% -$14.6K 0.01% 683
2025
Q3 		$130K Sell
37,034
-47,602
-56% -$150K 0.01% 688
2025
Q2 		$220K Buy
84,636
+38,093
+82% +$78.6K 0.01% 560
2025
Q1 		$88.4K Buy
+46,543
New +$124K 0.01% 540
2024
Q2 		– Sell
-40,243
Closed -$79.7K – 1256
2024
Q1 		$79.7K Buy
+40,243
New +$69.5K ﹤0.01% 1122

Other funds holding CMPX

TCM
Tang Capital Management San Diego, California $1.97B AUM 125.1% 1-Year Est. Return
O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
SCM
Suvretta Capital Management New York $3.92B AUM 86.67% 1-Year Est. Return
VC
Vivo Capital Palo Alto, California $1.2B AUM 911.44% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
ES
Enavate Sciences Menlo Park, California $352M AUM 220.14% 1-Year Est. Return
BI
BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Simplicity Wealth's CMPX Position: Q1 2026 in Review

Simplicity Wealth reduced its Compass Therapeutics (CMPX) stake by 16% in Q1 2026, selling an estimated $31.9K and leaving 28,350 shares worth $150K. The position accounts for 0.01% of the portfolio, ranked #726.

Simplicity Wealth first reported a position in CMPX in Q1 2024 and has held it in 6 quarters since. The position peaked at $220K in Q2 2025. 201 funds tracked by Wall St. Rank hold CMPX as of Q1 2026.

  • Simplicity Wealth held 28,350 shares of Compass Therapeutics worth $150K as of Q1 2026.
  • Simplicity Wealth sold 5,519 Compass Therapeutics shares in Q1 2026, an estimated $31.9K.
  • Compass Therapeutics made up 0.01% of Simplicity Wealth's portfolio in Q1 2026, its #726 holding.
  • Simplicity Wealth first reported a position in Compass Therapeutics in Q1 2024 and has held it in 6 quarters since.
  • Simplicity Wealth's Compass Therapeutics position peaked at $220K in Q2 2025.
  • 201 funds tracked by Wall St. Rank held Compass Therapeutics as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.