UFPG
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United Financial Planning Group’s Compass COMP Stock Holding History

United Financial Planning Group’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
-809
Closed -$5.91K – 479
2026
Q1 		$5.91K Buy
+809
New +$8.5K ﹤0.01% 289

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 $3.38T AUM 44.17% 1-Year Est. Return
DCP
D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return

United Financial Planning Group's COMP Position: Q2 2026 in Review

United Financial Planning Group sold out of Compass (COMP) in Q2 2026, closing a stake of 809 shares — an estimated $5.91K sold.

United Financial Planning Group first reported a position in COMP in Q1 2026 and held it in 1 quarter. The position peaked at $5.91K in Q1 2026. 437 funds tracked by Wall St. Rank hold COMP as of Q2 2026.

  • United Financial Planning Group reported no remaining Compass position as of Q2 2026 after selling out during the quarter.
  • United Financial Planning Group sold 809 Compass shares in Q2 2026, an estimated $5.91K.
  • United Financial Planning Group first reported a position in Compass in Q1 2026 and held it in 1 quarter.
  • United Financial Planning Group's Compass position peaked at $5.91K in Q1 2026.
  • 437 funds tracked by Wall St. Rank held Compass as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.