TPWA
COMP icon

Twin Peaks Wealth Advisors’s Compass COMP Stock Holding History

Twin Peaks Wealth Advisors’s Portfolio COMP Stock Details COMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-506
Closed -$3.7K – 635
2026
Q1 		$3.7K Buy
+506
New +$5.32K ﹤0.01% 1500
2025
Q3 		– Sell
-44
Closed -$373 – 561
2025
Q2 		$373 Buy
+44
New +$301 ﹤0.01% 1965

Other funds holding COMP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SIAU
SB Investment Advisers (UK) London, United Kingdom $7.66B AUM 20.12% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CHP
Castle Hook Partners New York $21.8B AUM 215.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DCP
D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return

Twin Peaks Wealth Advisors's COMP Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Compass (COMP) in Q2 2026, closing a stake of 506 shares — an estimated $3.7K sold.

Twin Peaks Wealth Advisors first reported a position in COMP in Q2 2025 and held it in 2 quarters. The position peaked at $3.7K in Q1 2026. 436 funds tracked by Wall St. Rank hold COMP as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Compass position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 506 Compass shares in Q2 2026, an estimated $3.7K.
  • Twin Peaks Wealth Advisors first reported a position in Compass in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Compass position peaked at $3.7K in Q1 2026.
  • 436 funds tracked by Wall St. Rank held Compass as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.