CCWM
EVLV icon

Cassaday & Co Wealth Management’s Evolv Technologies EVLV Stock Holding History

Cassaday & Co Wealth Management’s Portfolio EVLV Stock Details EVLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.16K Hold
200
– – ﹤0.01% 1067
2026
Q1 		$1.21K Buy
+200
New +$1.17K ﹤0.01% 1109

Other funds holding EVLV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SPCM
Stoic Point Capital Management Palo Alto, California $121M AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
DCI
Data Collective IV Palo Alto, California $78.6M AUM 55.41% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Cassaday & Co Wealth Management held its Evolv Technologies (EVLV) position steady in Q2 2026 at 200 shares worth $1.16K. The position accounts for ﹤0.01% of the portfolio, ranked #1067.

Cassaday & Co Wealth Management first reported a position in EVLV in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.21K in Q1 2026. 261 funds tracked by Wall St. Rank hold EVLV as of Q2 2026.

  • Cassaday & Co Wealth Management held 200 shares of Evolv Technologies worth $1.16K as of Q2 2026.
  • Cassaday & Co Wealth Management left its Evolv Technologies share count unchanged in Q2 2026.
  • Evolv Technologies made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #1067 holding.
  • Cassaday & Co Wealth Management first reported a position in Evolv Technologies in Q1 2026 and has held it in 2 quarters since.
  • Cassaday & Co Wealth Management's Evolv Technologies position peaked at $1.21K in Q1 2026.
  • 261 funds tracked by Wall St. Rank held Evolv Technologies as of Q2 2026.

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