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D.L. Carlson Investment Group’s VanEck Pharmaceutical ETF PPH Stock Holding History

D.L. Carlson Investment Group’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
-3,238
Closed -$295K – 139
2025
Q1 		$295K Sell
3,238
-179
-5% -$16.1K 0.06% 127
2024
Q4 		$295K Sell
3,417
-25
-0.7% -$2.26K 0.05% 130
2024
Q3 		$327K Buy
+3,442
New +$327K 0.06% 129

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

D.L. Carlson Investment Group's PPH Position: Q2 2025 in Review

D.L. Carlson Investment Group sold out of VanEck Pharmaceutical ETF (PPH) in Q2 2025, closing a stake of 3,238 shares — an estimated $295K sold.

D.L. Carlson Investment Group first reported a position in PPH in Q3 2024 and held it in 3 quarters. The position peaked at $327K in Q3 2024. 129 funds tracked by Wall St. Rank hold PPH as of Q2 2025.

  • D.L. Carlson Investment Group reported no remaining VanEck Pharmaceutical ETF position as of Q2 2025 after selling out during the quarter.
  • D.L. Carlson Investment Group sold 3,238 VanEck Pharmaceutical ETF shares in Q2 2025, an estimated $295K.
  • D.L. Carlson Investment Group first reported a position in VanEck Pharmaceutical ETF in Q3 2024 and held it in 3 quarters.
  • D.L. Carlson Investment Group's VanEck Pharmaceutical ETF position peaked at $327K in Q3 2024.
  • 129 funds tracked by Wall St. Rank held VanEck Pharmaceutical ETF as of Q2 2025.

Based on D.L. Carlson Investment Group's 13F filing for Q2 2025, filed 13 Aug 2025.