Wealth Enhancement Advisory Services’s Compass COMP Stock Holding History

Wealth Enhancement Advisory Services’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 Q3	$1.31M	Buy	147,579 +2,792	+2%	+$31.7K	﹤0.01%	1991
2026 Q2	$1.57M	Buy	144,787 +29,918	+26%	+$249K	﹤0.01%	1740
2026 Q1	$812K	Buy	114,869 +63,735	+125%	+$670K	﹤0.01%	1944
2025 Q4	$554K	Buy	51,134 +690	+1%	+$6.3K	﹤0.01%	2402
2025 Q3	$374K	Sell	50,444 -4,500	-8%	-$36.5K	﹤0.01%	2602
2025 Q2	$353K	Sell	54,944 -5,254	-9%	-$36K	﹤0.01%	2505
2025 Q1	$526K	Buy	60,198 +4,824	+9%	+$38.2K	﹤0.01%	2024
2024 Q4	$324K	Buy	55,374 +7,558	+16%	+$47.9K	﹤0.01%	2321
2024 Q3	$292K	Buy	+47,816	New	+$235K	﹤0.01%	2199

Other funds holding COMP

Simon Quick Advisors Morristown, New Jersey $2.63B AUM 14.45% 1-Year Est. Return

Investment House LLC Redondo Beach, California $2.25B AUM 30.44% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Revolve Wealth Partners Hackensack, New Jersey $959M AUM 16.43% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return

Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return

Highland Capital Management (Tennessee) Memphis, Tennessee $2.19B AUM 46.65% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Wealth Enhancement Advisory Services's COMP Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Compass (COMP) stake by 1.9% in Q3 2026, buying an estimated $31.7K and bringing the position to 147,579 shares worth $1.31M. The position accounts for ﹤0.01% of the portfolio, ranked #1991.

Wealth Enhancement Advisory Services first reported a position in COMP in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.57M in Q2 2026. 77 funds tracked by Wall St. Rank hold COMP as of Q3 2026.

Wealth Enhancement Advisory Services held 147,579 shares of Compass worth $1.31M as of Q3 2026.
Wealth Enhancement Advisory Services bought 2,792 Compass shares in Q3 2026, an estimated $31.7K.
Compass made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1991 holding.
Wealth Enhancement Advisory Services first reported a position in Compass in Q3 2024 and has held it in 9 quarters since.
Wealth Enhancement Advisory Services's Compass position peaked at $1.57M in Q2 2026.
77 funds tracked by Wall St. Rank held Compass as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.