CCWM
SWMR

Cassaday & Co Wealth Management’s Swarmer Inc SWMR Stock Holding History

Cassaday & Co Wealth Management’s Portfolio SWMR Stock Details SWMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$18.9K Buy
+426
New +$18.4K ﹤0.01% 781

Other funds holding SWMR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $13.9B AUM 53.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Cassaday & Co Wealth Management opened a new position in Swarmer Inc (SWMR) in Q2 2026: 426 shares worth $18.9K. The stake represents ﹤0.01% of the portfolio and ranks #781 among its holdings.

69 funds tracked by Wall St. Rank hold SWMR as of Q2 2026.

  • Cassaday & Co Wealth Management held 426 shares of Swarmer Inc worth $18.9K as of Q2 2026.
  • Swarmer Inc was a new Cassaday & Co Wealth Management position in Q2 2026.
  • Swarmer Inc made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #781 holding.
  • 69 funds tracked by Wall St. Rank held Swarmer Inc as of Q2 2026.

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