CCWM
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Cassaday & Co Wealth Management’s Cimpress CMPR Stock Holding History

Cassaday & Co Wealth Management’s Portfolio CMPR Stock Details CMPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$18.8K Sell
185
-34
-16% -$3.02K ﹤0.01% 782
2026
Q1 		$16K Buy
+219
New +$16.2K ﹤0.01% 810

Other funds holding CMPR

JT
Jupiter Topco New York $245B AUM
PGP
Prescott General Partners Boca Raton, Florida $1.96B AUM 58.65% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SHIM
Spruce House Investment Management New York $3.4B AUM 30.65% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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

Cassaday & Co Wealth Management reduced its Cimpress (CMPR) stake by 16% in Q2 2026, selling an estimated $3.02K and leaving 185 shares worth $18.8K. The position accounts for ﹤0.01% of the portfolio, ranked #782.

Cassaday & Co Wealth Management first reported a position in CMPR in Q1 2026 and has held it in 2 quarters since. 211 funds tracked by Wall St. Rank hold CMPR as of Q2 2026.

  • Cassaday & Co Wealth Management held 185 shares of Cimpress worth $18.8K as of Q2 2026.
  • Cassaday & Co Wealth Management sold 34 Cimpress shares in Q2 2026, an estimated $3.02K.
  • Cimpress made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #782 holding.
  • Cassaday & Co Wealth Management first reported a position in Cimpress in Q1 2026 and has held it in 2 quarters since.
  • 211 funds tracked by Wall St. Rank held Cimpress as of Q2 2026.

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