TWD
CMP icon

True Wealth Design’s Compass Minerals CMP Stock Holding History

True Wealth Design’s Portfolio CMP Stock Details CMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.62K Buy
+52
New +$1.47K ﹤0.01% 1783

Other funds holding CMP

OKSA
O'Keefe Stevens Advisory Rochester, New York $488M AUM 56.91% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
KTC
Kentucky Trust Company Danville, Kentucky $208M AUM 32.13% 1-Year Est. Return

True Wealth Design's CMP Position: Q2 2026 in Review

True Wealth Design opened a new position in Compass Minerals (CMP) in Q2 2026: 52 shares worth $1.62K. The stake represents ﹤0.01% of the portfolio and ranks #1783 among its holdings.

14 funds tracked by Wall St. Rank hold CMP as of Q2 2026.

  • True Wealth Design held 52 shares of Compass Minerals worth $1.62K as of Q2 2026.
  • Compass Minerals was a new True Wealth Design position in Q2 2026.
  • Compass Minerals made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1783 holding.
  • 14 funds tracked by Wall St. Rank held Compass Minerals as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.