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 Q2	$572K	Hold	46,413	–	–	0.14%	118
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 $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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 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

WealthCare Investment Partners's COMP Position: Q2 2026 in Review

WealthCare Investment Partners held its Compass (COMP) position steady in Q2 2026 at 46,413 shares worth $572K. The position accounts for 0.14% of the portfolio, ranked #118.

WealthCare Investment Partners first reported a position in COMP in Q4 2022 and has held it in 15 quarters since. 436 funds tracked by Wall St. Rank hold COMP as of Q2 2026.

WealthCare Investment Partners held 46,413 shares of Compass worth $572K as of Q2 2026.
WealthCare Investment Partners left its Compass share count unchanged in Q2 2026.
Compass made up 0.14% of WealthCare Investment Partners's portfolio in Q2 2026, its #118 holding.
WealthCare Investment Partners first reported a position in Compass in Q4 2022 and has held it in 15 quarters since.
436 funds tracked by Wall St. Rank held Compass as of Q2 2026.

Based on WealthCare Investment Partners's 13F filing for Q2 2026, filed 10 Aug 2026.