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Strategic Wealth Partners’s Compass Therapeutics CMPX Stock Holding History

Strategic Wealth Partners’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
Q2 		$62.6K Buy
28,575
+11,750
+70% +$34.7K ﹤0.01% 485
2026
Q1 		$89K Buy
16,825
+4,725
+39% +$27.3K 0.01% 411
2025
Q4 		$65K Hold
12,100
– – ﹤0.01% 473
2025
Q3 		$42.4K Buy
+12,100
New +$38.2K ﹤0.01% 582

Other funds holding CMPX

TCM
Tang Capital Management San Diego, California $2.2B AUM 156.35% 1-Year Est. Return
O
OrbiMed New York $5.4B AUM 163.13% 1-Year Est. Return
SCM
Suvretta Capital Management New York $5.47B AUM 131.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ES
Enavate Sciences Menlo Park, California $345M AUM 134.64% 1-Year Est. Return
VC
Vivo Capital Palo Alto, California $1.1B AUM 799.93% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PAI
Palo Alto Investors Palo Alto, California $724M AUM 96.91% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Strategic Wealth Partners's CMPX Position: Q2 2026 in Review

Strategic Wealth Partners increased its Compass Therapeutics (CMPX) stake by 70% in Q2 2026, buying an estimated $34.7K and bringing the position to 28,575 shares worth $62.6K. The position accounts for ﹤0.01% of the portfolio, ranked #485.

Strategic Wealth Partners first reported a position in CMPX in Q3 2025 and has held it in 4 quarters since. The position peaked at $89K in Q1 2026. 216 funds tracked by Wall St. Rank hold CMPX as of Q2 2026.

  • Strategic Wealth Partners held 28,575 shares of Compass Therapeutics worth $62.6K as of Q2 2026.
  • Strategic Wealth Partners bought 11,750 Compass Therapeutics shares in Q2 2026, an estimated $34.7K.
  • Compass Therapeutics made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #485 holding.
  • Strategic Wealth Partners first reported a position in Compass Therapeutics in Q3 2025 and has held it in 4 quarters since.
  • Strategic Wealth Partners's Compass Therapeutics position peaked at $89K in Q1 2026.
  • 216 funds tracked by Wall St. Rank held Compass Therapeutics as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.