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Valued Wealth Advisors’s Compass Minerals CMP Stock Holding History

Valued Wealth Advisors’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 		$5.45K Buy
175
+69
+65% +$1.95K ﹤0.01% 432
2026
Q1 		$2.48K Buy
+106
New +$2.5K ﹤0.01% 521

Other funds holding CMP

KI
Koch Inc Wichita, Kansas $1.09B AUM 59.79% 1-Year Est. Return
SCP
SailingStone Capital Partners Houston, Texas $534M AUM 51.9% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
ICM
Irenic Capital Management New York $2.08B AUM 19.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
GCM
Gumshoe Capital Management New York $109M AUM

Valued Wealth Advisors's CMP Position: Q2 2026 in Review

Valued Wealth Advisors increased its Compass Minerals (CMP) stake by 65% in Q2 2026, buying an estimated $1.95K and bringing the position to 175 shares worth $5.45K. The position accounts for ﹤0.01% of the portfolio, ranked #432.

Valued Wealth Advisors first reported a position in CMP in Q1 2026 and has held it in 2 quarters since. 233 funds tracked by Wall St. Rank hold CMP as of Q2 2026.

  • Valued Wealth Advisors held 175 shares of Compass Minerals worth $5.45K as of Q2 2026.
  • Valued Wealth Advisors bought 69 Compass Minerals shares in Q2 2026, an estimated $1.95K.
  • Compass Minerals made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #432 holding.
  • Valued Wealth Advisors first reported a position in Compass Minerals in Q1 2026 and has held it in 2 quarters since.
  • 233 funds tracked by Wall St. Rank held Compass Minerals as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.