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Kassira Wealth Management’s Ceco Environmental CECO Stock Holding History

Kassira Wealth Management’s Portfolio CECO Stock Details CECO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$928K Sell
10,223
-120
-1% -$9.49K 0.74% 36
2026
Q1 		$616K Buy
+10,343
New +$665K 0.57% 39

Other funds holding CECO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $4.41B AUM 90.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Kassira Wealth Management's CECO Position: Q2 2026 in Review

Kassira Wealth Management reduced its Ceco Environmental (CECO) stake by 1.2% in Q2 2026, selling an estimated $9.49K and leaving 10,223 shares worth $928K. The position accounts for 0.74% of the portfolio, ranked #36.

Kassira Wealth Management first reported a position in CECO in Q1 2026 and has held it in 2 quarters since. 343 funds tracked by Wall St. Rank hold CECO as of Q2 2026.

  • Kassira Wealth Management held 10,223 shares of Ceco Environmental worth $928K as of Q2 2026.
  • Kassira Wealth Management sold 120 Ceco Environmental shares in Q2 2026, an estimated $9.49K.
  • Ceco Environmental made up 0.74% of Kassira Wealth Management's portfolio in Q2 2026, its #36 holding.
  • Kassira Wealth Management first reported a position in Ceco Environmental in Q1 2026 and has held it in 2 quarters since.
  • 343 funds tracked by Wall St. Rank held Ceco Environmental as of Q2 2026.

Based on Kassira Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.