CCWM
SFIX

Cassaday & Co Wealth Management’s Stitch Fix SFIX Stock Holding History

Cassaday & Co Wealth Management’s Portfolio SFIX Stock Details SFIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-945
Closed -$3.13K – 1417
2026
Q1 		$3.13K Buy
+945
New +$3.85K ﹤0.01% 1032

Other funds holding SFIX

DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WCAU
Working Capital Advisors (UK) London, United Kingdom $57.9M AUM 1.94% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Cassaday & Co Wealth Management sold out of Stitch Fix (SFIX) in Q2 2026, closing a stake of 945 shares — an estimated $3.13K sold.

Cassaday & Co Wealth Management first reported a position in SFIX in Q1 2026 and held it in 1 quarter. The position peaked at $3.13K in Q1 2026. 187 funds tracked by Wall St. Rank hold SFIX as of Q2 2026.

  • Cassaday & Co Wealth Management reported no remaining Stitch Fix position as of Q2 2026 after selling out during the quarter.
  • Cassaday & Co Wealth Management sold 945 Stitch Fix shares in Q2 2026, an estimated $3.13K.
  • Cassaday & Co Wealth Management first reported a position in Stitch Fix in Q1 2026 and held it in 1 quarter.
  • Cassaday & Co Wealth Management's Stitch Fix position peaked at $3.13K in Q1 2026.
  • 187 funds tracked by Wall St. Rank held Stitch Fix as of Q2 2026.

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