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Cassaday & Co Wealth Management’s Pacific Biosciences PACB Stock Holding History

Cassaday & Co Wealth Management’s Portfolio PACB Stock Details PACB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$336 Sell
200
-180
-47% -$262 ﹤0.01% 1168
2026
Q1 		$502 Buy
+380
New +$680 ﹤0.01% 1191

Other funds holding PACB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
SoftBank Group
SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

Cassaday & Co Wealth Management reduced its Pacific Biosciences (PACB) stake by 47% in Q2 2026, selling an estimated $262 and leaving 200 shares worth $336. The position accounts for ﹤0.01% of the portfolio, ranked #1168.

Cassaday & Co Wealth Management first reported a position in PACB in Q1 2026 and has held it in 2 quarters since. The position peaked at $502 in Q1 2026. 223 funds tracked by Wall St. Rank hold PACB as of Q2 2026.

  • Cassaday & Co Wealth Management held 200 shares of Pacific Biosciences worth $336 as of Q2 2026.
  • Cassaday & Co Wealth Management sold 180 Pacific Biosciences shares in Q2 2026, an estimated $262.
  • Pacific Biosciences made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #1168 holding.
  • Cassaday & Co Wealth Management first reported a position in Pacific Biosciences in Q1 2026 and has held it in 2 quarters since.
  • Cassaday & Co Wealth Management's Pacific Biosciences position peaked at $502 in Q1 2026.
  • 223 funds tracked by Wall St. Rank held Pacific Biosciences as of Q2 2026.

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