Wealth Enhancement Advisory Services
COMP icon

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
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

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

Wealth Enhancement Advisory Services's COMP Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Compass (COMP) stake by 26% in Q2 2026, buying an estimated $249K and bringing the position to 144,787 shares worth $1.57M. The position accounts for ﹤0.01% of the portfolio, ranked #1740.

Wealth Enhancement Advisory Services first reported a position in COMP in Q3 2024 and has held it in 8 quarters since. 436 funds tracked by Wall St. Rank hold COMP as of Q2 2026.

  • Wealth Enhancement Advisory Services held 144,787 shares of Compass worth $1.57M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 29,918 Compass shares in Q2 2026, an estimated $249K.
  • Compass made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1740 holding.
  • Wealth Enhancement Advisory Services first reported a position in Compass in Q3 2024 and has held it in 8 quarters since.
  • 436 funds tracked by Wall St. Rank held Compass as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.