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Invera Wealth Advisors’s Conagra Brands CAG Stock Holding History

Invera Wealth Advisors’s Portfolio CAG Stock Details CAG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-7,893
Closed -$211K – 86
2025
Q1 		$211K Buy
+7,893
New +$204K 0.14% 87
2024
Q1 		– Sell
-8,286
Closed -$237K – 63
2023
Q4 		$237K Buy
+8,286
New +$232K 0.15% 92

Other funds holding CAG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Invera Wealth Advisors's CAG Position: Q2 2025 in Review

Invera Wealth Advisors sold out of Conagra Brands (CAG) in Q2 2025, closing a stake of 7,893 shares — an estimated $211K sold.

Invera Wealth Advisors first reported a position in CAG in Q4 2023 and held it in 2 quarters. The position peaked at $237K in Q4 2023. 834 funds tracked by Wall St. Rank hold CAG as of Q2 2025.

  • Invera Wealth Advisors reported no remaining Conagra Brands position as of Q2 2025 after selling out during the quarter.
  • Invera Wealth Advisors sold 7,893 Conagra Brands shares in Q2 2025, an estimated $211K.
  • Invera Wealth Advisors first reported a position in Conagra Brands in Q4 2023 and held it in 2 quarters.
  • Invera Wealth Advisors's Conagra Brands position peaked at $237K in Q4 2023.
  • 834 funds tracked by Wall St. Rank held Conagra Brands as of Q2 2025.

Based on Invera Wealth Advisors's 13F filing for Q2 2025, filed 29 Oct 2025.