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Cassaday & Co Wealth Management’s Live Nation Entertainment LYV Stock Holding History

Cassaday & Co Wealth Management’s Portfolio LYV Stock Details LYV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-17
Closed -$2.59K – 1385
2026
Q1 		$2.59K Buy
+17
New +$2.58K ﹤0.01% 1041

Other funds holding LYV

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Cassaday & Co Wealth Management sold out of Live Nation Entertainment (LYV) in Q2 2026, closing a stake of 17 shares — an estimated $2.59K sold.

Cassaday & Co Wealth Management first reported a position in LYV in Q1 2026 and held it in 1 quarter. The position peaked at $2.59K in Q1 2026. 849 funds tracked by Wall St. Rank hold LYV as of Q2 2026.

  • Cassaday & Co Wealth Management reported no remaining Live Nation Entertainment position as of Q2 2026 after selling out during the quarter.
  • Cassaday & Co Wealth Management sold 17 Live Nation Entertainment shares in Q2 2026, an estimated $2.59K.
  • Cassaday & Co Wealth Management first reported a position in Live Nation Entertainment in Q1 2026 and held it in 1 quarter.
  • Cassaday & Co Wealth Management's Live Nation Entertainment position peaked at $2.59K in Q1 2026.
  • 849 funds tracked by Wall St. Rank held Live Nation Entertainment as of Q2 2026.

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