CCWM
AVB

Cassaday & Co Wealth Management’s AvalonBay Communities AVB Stock Holding History

Cassaday & Co Wealth Management’s Portfolio AVB Stock Details AVB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$378 Sell
2
-8
-80% -$1.45K ﹤0.01% 1160
2026
Q1 		$1.63K Buy
+10
New +$1.75K ﹤0.01% 1089

Other funds holding AVB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Cassaday & Co Wealth Management's AVB Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its AvalonBay Communities (AVB) stake by 80% in Q2 2026, selling an estimated $1.45K and leaving 2 shares worth $378. The position accounts for ﹤0.01% of the portfolio, ranked #1160.

Cassaday & Co Wealth Management first reported a position in AVB in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.63K in Q1 2026. 748 funds tracked by Wall St. Rank hold AVB as of Q2 2026.

  • Cassaday & Co Wealth Management held 2 shares of AvalonBay Communities worth $378 as of Q2 2026.
  • Cassaday & Co Wealth Management sold 8 AvalonBay Communities shares in Q2 2026, an estimated $1.45K.
  • AvalonBay Communities made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #1160 holding.
  • Cassaday & Co Wealth Management first reported a position in AvalonBay Communities in Q1 2026 and has held it in 2 quarters since.
  • Cassaday & Co Wealth Management's AvalonBay Communities position peaked at $1.63K in Q1 2026.
  • 748 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.