WealthCare Investment Partners’s Compass COMP Stock Holding History

WealthCare Investment Partners’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 Q1	$368K	Buy	46,413 +15,197	+49%	+$160K	0.1%	139
2025 Q4	$328K	Sell	31,216 -18,798	-38%	-$172K	0.1%	143
2025 Q3	$382K	Sell	50,014 -1,390	-3%	-$11.3K	0.12%	124
2025 Q2	$330K	Hold	51,404	–	–	0.12%	124
2025 Q1	$353K	Hold	51,404	–	–	0.15%	110
2024 Q4	$298K	Hold	51,404	–	–	0.13%	114
2024 Q3	$291K	Hold	51,404	–	–	0.13%	111
2024 Q2	$185K	Hold	51,404	–	–	0.09%	135
2024 Q1	$185K	Hold	51,404	–	–	0.09%	129
2023 Q4	$196K	Hold	51,404	–	–	0.11%	128
2023 Q3	$144K	Hold	51,404	–	–	0.09%	119
2023 Q2	$171K	Hold	51,404	–	–	0.1%	116
2023 Q1	$166K	Buy	51,404 +21,687	+73%	+$74.4K	0.1%	126
2022 Q4	$69.2K	Buy	+29,717	New	+$78K	0.05%	113

Other funds holding COMP

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

SIAU

SB Investment Advisers (UK) London, United Kingdom $7.73B AUM 2.35% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PCM

Parsifal Capital Management Greenwich, Connecticut $849M AUM 28.52% 1-Year Est. Return

WealthCare Investment Partners's COMP Position: Q1 2026 in Review

WealthCare Investment Partners increased its Compass (COMP) stake by 49% in Q1 2026, buying an estimated $160K and bringing the position to 46,413 shares worth $368K. The position accounts for 0.1% of the portfolio, ranked #139.

WealthCare Investment Partners first reported a position in COMP in Q4 2022 and has held it in 14 quarters since. The position peaked at $382K in Q3 2025. 416 funds tracked by Wall St. Rank hold COMP as of Q1 2026.

WealthCare Investment Partners held 46,413 shares of Compass worth $368K as of Q1 2026.
WealthCare Investment Partners bought 15,197 Compass shares in Q1 2026, an estimated $160K.
Compass made up 0.1% of WealthCare Investment Partners's portfolio in Q1 2026, its #139 holding.
WealthCare Investment Partners first reported a position in Compass in Q4 2022 and has held it in 14 quarters since.
WealthCare Investment Partners's Compass position peaked at $382K in Q3 2025.
416 funds tracked by Wall St. Rank held Compass as of Q1 2026.

Based on WealthCare Investment Partners's 13F filing for Q1 2026, filed 9 Apr 2026.