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Savvy Advisors Inc’s Castellum CTM Stock Holding History

Savvy Advisors Inc’s Portfolio CTM Stock Details CTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$159K Sell
220,300
-1,500
-0.7% -$1.07K ﹤0.01% 1208
2026
Q1 		$131K Hold
221,800
– – ﹤0.01% 1093
2025
Q4 		$200K Sell
221,800
-5,200
-2% -$5.55K 0.01% 957
2025
Q3 		$247K Buy
227,000
+35,900
+19% +$41.7K 0.01% 700
2025
Q2 		$201K Buy
+191,100
New +$196K 0.01% 617

Other funds holding CTM

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
MWM
Meridian Wealth Management Lexington, Kentucky $3.25B AUM 41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return

Savvy Advisors Inc's CTM Position: Q2 2026 in Review

Savvy Advisors Inc reduced its Castellum (CTM) stake by 0.68% in Q2 2026, selling an estimated $1.07K and leaving 220,300 shares worth $159K. The position accounts for ﹤0.01% of the portfolio, ranked #1208.

Savvy Advisors Inc first reported a position in CTM in Q2 2025 and has held it in 5 quarters since. The position peaked at $247K in Q3 2025. 35 funds tracked by Wall St. Rank hold CTM as of Q2 2026.

  • Savvy Advisors Inc held 220,300 shares of Castellum worth $159K as of Q2 2026.
  • Savvy Advisors Inc sold 1,500 Castellum shares in Q2 2026, an estimated $1.07K.
  • Castellum made up ﹤0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #1208 holding.
  • Savvy Advisors Inc first reported a position in Castellum in Q2 2025 and has held it in 5 quarters since.
  • Savvy Advisors Inc's Castellum position peaked at $247K in Q3 2025.
  • 35 funds tracked by Wall St. Rank held Castellum as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.