CCWM
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Cassaday & Co Wealth Management’s ePlus PLUS Stock Holding History

Cassaday & Co Wealth Management’s Portfolio PLUS Stock Details PLUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$15.1K Buy
+200
New +$16.4K ﹤0.01% 819

Other funds holding PLUS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Cassaday & Co Wealth Management's PLUS Position: Q1 2026 in Review

Cassaday & Co Wealth Management opened a new position in ePlus (PLUS) in Q1 2026: 200 shares worth $15.1K. The stake represents ﹤0.01% of the portfolio and ranks #819 among its holdings.

281 funds tracked by Wall St. Rank hold PLUS as of Q1 2026.

  • Cassaday & Co Wealth Management held 200 shares of ePlus worth $15.1K as of Q1 2026.
  • ePlus was a new Cassaday & Co Wealth Management position in Q1 2026.
  • ePlus made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #819 holding.
  • 281 funds tracked by Wall St. Rank held ePlus as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.