CWRP
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Cassady Wealth & Retirement Planning’s VanEck Pharmaceutical ETF PPH Stock Holding History

Cassady Wealth & Retirement Planning’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
2026
Q2 		$2.06M Buy
18,863
+1,804
+11% +$187K 0.96% 37
2026
Q1 		$1.74M Buy
17,059
+2,859
+20% +$305K 0.9% 38
2025
Q4 		$1.47M Buy
+14,200
New +$1.38M 0.96% 35

Other funds holding PPH

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
JSAM
J. Safra Asset Management New York $2.17B AUM 29.66% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
AT
Avalon Trust Santa Fe, New Mexico $1.63B AUM 42.75% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return

Cassady Wealth & Retirement Planning's PPH Position: Q2 2026 in Review

Cassady Wealth & Retirement Planning increased its VanEck Pharmaceutical ETF (PPH) stake by 11% in Q2 2026, buying an estimated $187K and bringing the position to 18,863 shares worth $2.06M. The position accounts for 0.96% of the portfolio, ranked #37.

Cassady Wealth & Retirement Planning first reported a position in PPH in Q4 2025 and has held it in 3 quarters since. 148 funds tracked by Wall St. Rank hold PPH as of Q2 2026.

  • Cassady Wealth & Retirement Planning held 18,863 shares of VanEck Pharmaceutical ETF worth $2.06M as of Q2 2026.
  • Cassady Wealth & Retirement Planning bought 1,804 VanEck Pharmaceutical ETF shares in Q2 2026, an estimated $187K.
  • VanEck Pharmaceutical ETF made up 0.96% of Cassady Wealth & Retirement Planning's portfolio in Q2 2026, its #37 holding.
  • Cassady Wealth & Retirement Planning first reported a position in VanEck Pharmaceutical ETF in Q4 2025 and has held it in 3 quarters since.
  • 148 funds tracked by Wall St. Rank held VanEck Pharmaceutical ETF as of Q2 2026.

Based on Cassady Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.