True Wealth Design’s Compass Diversified CODI Stock Holding History

True Wealth Design’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 Q3	$1.99K	Buy	182 +13	+8%	+$143	﹤0.01%	1684
2026 Q2	$1.8K	Buy	169 +35	+26%	+$382	﹤0.01%	1730
2026 Q1	$1.05K	Buy	134 +118	+738%	+$751	﹤0.01%	1788
2025 Q4	$77	Sell	16 -1,181	-99%	-$7.46K	﹤0.01%	2377
2025 Q3	$7.92K	Buy	1,197 +287	+32%	+$1.98K	﹤0.01%	919
2025 Q2	$5.71K	Buy	910 +876	+2,576%	+$9.75K	﹤0.01%	754
2025 Q1	$635	Buy	+34	New	+$702	﹤0.01%	1452

Other funds holding CODI

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

HIA

Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

WPA

West Paces Advisors Atlanta, Georgia $586M AUM 14.12% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

True Wealth Design's CODI Position: Q3 2026 in Review

True Wealth Design increased its Compass Diversified (CODI) stake by 7.7% in Q3 2026, buying an estimated $143 and bringing the position to 182 shares worth $1.99K. The position accounts for ﹤0.01% of the portfolio, ranked #1684.

True Wealth Design first reported a position in CODI in Q1 2025 and has held it in 7 quarters since. The position peaked at $7.92K in Q3 2025. 11 funds tracked by Wall St. Rank hold CODI as of Q3 2026.

True Wealth Design held 182 shares of Compass Diversified worth $1.99K as of Q3 2026.
True Wealth Design bought 13 Compass Diversified shares in Q3 2026, an estimated $143.
Compass Diversified made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1684 holding.
True Wealth Design first reported a position in Compass Diversified in Q1 2025 and has held it in 7 quarters since.
True Wealth Design's Compass Diversified position peaked at $7.92K in Q3 2025.
11 funds tracked by Wall St. Rank held Compass Diversified as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.