Steward Partners Investment Advisory’s Compass Pathways CMPS Stock Holding History

Steward Partners Investment Advisory’s Portfolio CMPS Stock Details CMPS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$11.6K	Sell	822 -998	-55%	-$10.1K	﹤0.01%	3663
2026 Q1	$10.1K	Buy	1,820 +720	+65%	+$4.84K	﹤0.01%	3561
2025 Q4	$7.59K	Hold	1,100	–	–	﹤0.01%	3557
2025 Q3	$6.3K	Hold	1,100	–	–	﹤0.01%	3575
2025 Q2	$3.08K	Hold	1,100	–	–	﹤0.01%	3629
2025 Q1	$3.15K	Buy	1,100 +100	+10%	+$384	﹤0.01%	3528
2024 Q4	$3.78K	Hold	1,000	–	–	﹤0.01%	3460
2024 Q3	$6.3K	Hold	1,000	–	–	﹤0.01%	3113
2024 Q2	$6.04K	Hold	1,000	–	–	﹤0.01%	2986
2024 Q1	$8.32K	Hold	1,000	–	–	﹤0.01%	2879
2023 Q4	$8.75K	Hold	1,000	–	–	﹤0.01%	2758
2023 Q3	$7.4K	Hold	1,000	–	–	﹤0.01%	2688
2023 Q2	$8.28K	Hold	1,000	–	–	﹤0.01%	2629
2023 Q1	$9.93K	Hold	1,000	–	–	﹤0.01%	2544
2022 Q4	$8.03K	Hold	1,000	–	–	﹤0.01%	2605
2022 Q3	$11K	Hold	1,000	–	–	﹤0.01%	2475
2022 Q2	$11K	Buy	+1,000	New	+$10.1K	﹤0.01%	2477

Other funds holding CMPS

DTC

Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return

RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return

BIT Capital Berlin, Germany $3.38B AUM 214.12% 1-Year Est. Return

TCM

Tang Capital Management San Diego, California $2.2B AUM 156.35% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

LGM

Logos Global Management San Francisco, California $2.32B AUM 536.01% 1-Year Est. Return

EHI

Eagle Health Investments Greenwich, Connecticut $603M AUM 111.06% 1-Year Est. Return

Steward Partners Investment Advisory's CMPS Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Compass Pathways (CMPS) stake by 55% in Q2 2026, selling an estimated $10.1K and leaving 822 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3663.

Steward Partners Investment Advisory first reported a position in CMPS in Q2 2022 and has held it in 17 quarters since. 224 funds tracked by Wall St. Rank hold CMPS as of Q2 2026.

Steward Partners Investment Advisory held 822 shares of Compass Pathways worth $11.6K as of Q2 2026.
Steward Partners Investment Advisory sold 998 Compass Pathways shares in Q2 2026, an estimated $10.1K.
Compass Pathways made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3663 holding.
Steward Partners Investment Advisory first reported a position in Compass Pathways in Q2 2022 and has held it in 17 quarters since.
224 funds tracked by Wall St. Rank held Compass Pathways as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.