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CarsonAllaria Wealth Management’s VanEck Pharmaceutical ETF PPH Stock Holding History

CarsonAllaria Wealth Management’s Portfolio PPH Stock Details PPH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-133
Closed -$12.2K – 373
2025
Q1 		$12.2K Hold
133
– – 0.01% 240
2024
Q4 		$11.5K Hold
133
– – 0.01% 238
2024
Q3 		$12.7K Hold
133
– – 0.01% 240
2024
Q2 		$12.2K Hold
133
– – 0.01% 238
2024
Q1 		$12.1K Buy
+133
New +$11.6K 0.01% 233

Other funds holding PPH

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AT
Avalon Trust Santa Fe, New Mexico $1.45B AUM 35.31% 1-Year Est. Return
JSAM
J. Safra Asset Management New York $1.86B AUM 22.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return

CarsonAllaria Wealth Management's PPH Position: Q2 2025 in Review

CarsonAllaria Wealth Management sold out of VanEck Pharmaceutical ETF (PPH) in Q2 2025, closing a stake of 133 shares — an estimated $12.2K sold.

CarsonAllaria Wealth Management first reported a position in PPH in Q1 2024 and held it in 5 quarters. The position peaked at $12.7K in Q3 2024. 129 funds tracked by Wall St. Rank hold PPH as of Q2 2025.

  • CarsonAllaria Wealth Management reported no remaining VanEck Pharmaceutical ETF position as of Q2 2025 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 133 VanEck Pharmaceutical ETF shares in Q2 2025, an estimated $12.2K.
  • CarsonAllaria Wealth Management first reported a position in VanEck Pharmaceutical ETF in Q1 2024 and held it in 5 quarters.
  • CarsonAllaria Wealth Management's VanEck Pharmaceutical ETF position peaked at $12.7K in Q3 2024.
  • 129 funds tracked by Wall St. Rank held VanEck Pharmaceutical ETF as of Q2 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q2 2025, filed 24 Jul 2025.