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Compass shares owned by Portus Wealth Advisors

Quarter-by-quarter ownership of Compass (COMP) shares owned by Portus Wealth Advisors from 13F filings

Historical chart of Portus Wealth Advisors investment in Compass

Tip: Access up to 7 years of quarterly data

All positions including Compass held by Portus Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Compass by Portus Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $6.7k 917 7.31

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Top funds holding Compass

Vanguard Group
FMR
BlackRock
Sb Investment Advisers
Maverick Capital
Geode Capital Management
State Street Corporation
Parsifal Capital Management
Atreides Management
Southpoint Capital Advisors
Dimensional Fund Advisors
Rubric Capital Management
Winslow Capital Management
Kanen Wealth Management
Wellington Management Company

View all funds holding Compass