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Total Wealth Planning & Management’s Conagra Brands CAG Stock Holding History

Total Wealth Planning & Management’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 		$209K Hold
10,200
– – 0.17% 190
2025
Q1 		$272K Hold
10,200
– – 0.26% 147
2024
Q4 		$283K Buy
+10,200
New +$290K 0.26% 146

Other funds holding CAG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Total Wealth Planning & Management's CAG Position: Q1 2026 in Review

Total Wealth Planning & Management sold out of Conagra Brands (CAG) in Q1 2026, closing a stake of 27,163 shares — an estimated $470K sold.

Total Wealth Planning & Management first reported a position in CAG in Q4 2024 and held it in 4 quarters. The position peaked at $890K in Q1 2025. 785 funds tracked by Wall St. Rank hold CAG as of Q1 2026.

  • Total Wealth Planning & Management reported no remaining Conagra Brands position as of Q1 2026 after selling out during the quarter.
  • Total Wealth Planning & Management sold 27,163 Conagra Brands shares in Q1 2026, an estimated $470K.
  • Total Wealth Planning & Management first reported a position in Conagra Brands in Q4 2024 and held it in 4 quarters.
  • Total Wealth Planning & Management's Conagra Brands position peaked at $890K in Q1 2025.
  • 785 funds tracked by Wall St. Rank held Conagra Brands as of Q1 2026.

Based on Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.