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Whipplewood Advisors’s Compass COMP Stock Holding History

Whipplewood Advisors’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 		$28.1K Sell
2,280
-57
-2% -$475 0.02% 170
2026
Q1 		$17.1K Buy
2,337
+57
+3% +$599 0.01% 415
2025
Q4 		$24.1K Hold
2,280
– – 0.02% 239
2025
Q3 		$18.3K Hold
2,280
– – 0.01% 246
2025
Q2 		$14.3K Sell
2,280
-68
-3% -$466 0.01% 516
2025
Q1 		$21.4K Buy
+2,348
New +$18.6K 0.01% 441

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

Whipplewood Advisors's COMP Position: Q2 2026 in Review

Whipplewood Advisors reduced its Compass (COMP) stake by 2.4% in Q2 2026, selling an estimated $475 and leaving 2,280 shares worth $28.1K. The position accounts for 0.02% of the portfolio, ranked #170.

Whipplewood Advisors first reported a position in COMP in Q1 2025 and has held it in 6 quarters since. 435 funds tracked by Wall St. Rank hold COMP as of Q2 2026.

  • Whipplewood Advisors held 2,280 shares of Compass worth $28.1K as of Q2 2026.
  • Whipplewood Advisors sold 57 Compass shares in Q2 2026, an estimated $475.
  • Compass made up 0.02% of Whipplewood Advisors's portfolio in Q2 2026, its #170 holding.
  • Whipplewood Advisors first reported a position in Compass in Q1 2025 and has held it in 6 quarters since.
  • 435 funds tracked by Wall St. Rank held Compass as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.