Blue Trust Inc’s Cadeler CDLR Stock Holding History

Blue Trust Inc’s Portfolio CDLR Stock Details CDLR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.36K	Sell	108 -1,684	-94%	-$39.9K	﹤0.01%	2013
2026 Q2	$39.3K	Hold	1,792	–	–	﹤0.01%	1445
2026 Q1	$42.2K	Buy	+1,792	New	+$42.3K	﹤0.01%	1397

Other funds holding CDLR

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Blue Trust Inc's CDLR Position: Q3 2026 in Review

Blue Trust Inc reduced its Cadeler (CDLR) stake by 94% in Q3 2026, selling an estimated $39.9K and leaving 108 shares worth $2.36K. The position accounts for ﹤0.01% of the portfolio, ranked #2013.

Blue Trust Inc first reported a position in CDLR in Q1 2026 and has held it in 3 quarters since. The position peaked at $42.2K in Q1 2026. 8 funds tracked by Wall St. Rank hold CDLR as of Q3 2026.

Blue Trust Inc held 108 shares of Cadeler worth $2.36K as of Q3 2026.
Blue Trust Inc sold 1,684 Cadeler shares in Q3 2026, an estimated $39.9K.
Cadeler made up ﹤0.01% of Blue Trust Inc's portfolio in Q3 2026, its #2013 holding.
Blue Trust Inc first reported a position in Cadeler in Q1 2026 and has held it in 3 quarters since.
Blue Trust Inc's Cadeler position peaked at $42.2K in Q1 2026.
8 funds tracked by Wall St. Rank held Cadeler as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.