CCWM
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Cassaday & Co Wealth Management’s Targa Resources TRGP Stock Holding History

Cassaday & Co Wealth Management’s Portfolio TRGP Stock Details TRGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$53.6K Sell
200
-6
-3% -$1.54K ﹤0.01% 608
2026
Q1 		$51.7K Buy
+206
New +$44.7K ﹤0.01% 602

Other funds holding TRGP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Cassaday & Co Wealth Management reduced its Targa Resources (TRGP) stake by 2.9% in Q2 2026, selling an estimated $1.54K and leaving 200 shares worth $53.6K. The position accounts for ﹤0.01% of the portfolio, ranked #608.

Cassaday & Co Wealth Management first reported a position in TRGP in Q1 2026 and has held it in 2 quarters since. 1,091 funds tracked by Wall St. Rank hold TRGP as of Q2 2026.

  • Cassaday & Co Wealth Management held 200 shares of Targa Resources worth $53.6K as of Q2 2026.
  • Cassaday & Co Wealth Management sold 6 Targa Resources shares in Q2 2026, an estimated $1.54K.
  • Targa Resources made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #608 holding.
  • Cassaday & Co Wealth Management first reported a position in Targa Resources in Q1 2026 and has held it in 2 quarters since.
  • 1,091 funds tracked by Wall St. Rank held Targa Resources as of Q2 2026.

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