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Physician Wealth Advisors’s Candel Therapeutics CADL Stock Holding History

Physician Wealth Advisors’s Portfolio CADL Stock Details CADL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-76
Closed -$430 – 1837
2025
Q1 		$430 Buy
+76
New +$621 ﹤0.01% 1378

Other funds holding CADL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ACA
Acorn Capital Advisors New York $352M AUM 299.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HFF
Halter Ferguson Financial Carmel, Indiana $456M AUM 49.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCV
Sands Capital Ventures Arlington, Virginia $421M AUM 26.25% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Physician Wealth Advisors's CADL Position: Q2 2025 in Review

Physician Wealth Advisors sold out of Candel Therapeutics (CADL) in Q2 2025, closing a stake of 76 shares — an estimated $430 sold.

Physician Wealth Advisors first reported a position in CADL in Q1 2025 and held it in 1 quarter. The position peaked at $430 in Q1 2025. 78 funds tracked by Wall St. Rank hold CADL as of Q2 2025.

  • Physician Wealth Advisors reported no remaining Candel Therapeutics position as of Q2 2025 after selling out during the quarter.
  • Physician Wealth Advisors sold 76 Candel Therapeutics shares in Q2 2025, an estimated $430.
  • Physician Wealth Advisors first reported a position in Candel Therapeutics in Q1 2025 and held it in 1 quarter.
  • Physician Wealth Advisors's Candel Therapeutics position peaked at $430 in Q1 2025.
  • 78 funds tracked by Wall St. Rank held Candel Therapeutics as of Q2 2025.

Based on Physician Wealth Advisors's 13F filing for Q2 2025, filed 14 Jul 2025.