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Welch & Forbes’s Compass Therapeutics CMPX Stock Holding History

Welch & Forbes’s Portfolio CMPX Stock Details CMPX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$41.6K Hold
19,000
– – ﹤0.01% 386
2026
Q1 		$101K Hold
19,000
– – ﹤0.01% 365
2025
Q4 		$102K Buy
19,000
+4,000
+27% +$18.5K ﹤0.01% 373
2025
Q3 		$52.5K Buy
+15,000
New +$47.4K ﹤0.01% 383

Other funds holding CMPX

TCM
Tang Capital Management San Diego, California $2.2B AUM 156.35% 1-Year Est. Return
O
OrbiMed New York $5.4B AUM 163.13% 1-Year Est. Return
SCM
Suvretta Capital Management New York $5.47B AUM 131.34% 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
ES
Enavate Sciences Menlo Park, California $345M AUM 134.64% 1-Year Est. Return
VC
Vivo Capital Palo Alto, California $1.1B AUM 799.93% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PAI
Palo Alto Investors Palo Alto, California $724M AUM 96.91% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Welch & Forbes's CMPX Position: Q2 2026 in Review

Welch & Forbes held its Compass Therapeutics (CMPX) position steady in Q2 2026 at 19,000 shares worth $41.6K. The position accounts for ﹤0.01% of the portfolio, ranked #386.

Welch & Forbes first reported a position in CMPX in Q3 2025 and has held it in 4 quarters since. The position peaked at $102K in Q4 2025. 216 funds tracked by Wall St. Rank hold CMPX as of Q2 2026.

  • Welch & Forbes held 19,000 shares of Compass Therapeutics worth $41.6K as of Q2 2026.
  • Welch & Forbes left its Compass Therapeutics share count unchanged in Q2 2026.
  • Compass Therapeutics made up ﹤0.01% of Welch & Forbes's portfolio in Q2 2026, its #386 holding.
  • Welch & Forbes first reported a position in Compass Therapeutics in Q3 2025 and has held it in 4 quarters since.
  • Welch & Forbes's Compass Therapeutics position peaked at $102K in Q4 2025.
  • 216 funds tracked by Wall St. Rank held Compass Therapeutics as of Q2 2026.

Based on Welch & Forbes's 13F filing for Q2 2026, filed 30 Jul 2026.