Physician Wealth Advisors’s Cal-Maine CALM Stock Holding History

Physician Wealth Advisors’s Portfolio CALM Stock Details CALM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.59K	Buy	38 +27	+245%	+$2.19K	﹤0.01%	1446
2026 Q2	$887	Buy	11 +6	+120%	+$463	﹤0.01%	1884
2026 Q1	$396	Buy	+5	New	+$411	﹤0.01%	1986
2025 Q3	–	Sell	-5	Closed	-$499	–	1925
2025 Q2	$499	Buy	+5	New	+$478	﹤0.01%	1712

Other funds holding CALM

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

River Road Asset Management Louisville, Kentucky $8.42B AUM 5.65% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Sprott Inc Toronto, Ontario, Canada $3.3B AUM 27.97% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Physician Wealth Advisors's CALM Position: Q3 2026 in Review

Physician Wealth Advisors increased its Cal-Maine (CALM) stake by 245% in Q3 2026, buying an estimated $2.19K and bringing the position to 38 shares worth $2.59K. The position accounts for ﹤0.01% of the portfolio, ranked #1446.

Physician Wealth Advisors first reported a position in CALM in Q2 2025 and has held it in 4 quarters since. 220 funds tracked by Wall St. Rank hold CALM as of Q3 2026.

Physician Wealth Advisors held 38 shares of Cal-Maine worth $2.59K as of Q3 2026.
Physician Wealth Advisors bought 27 Cal-Maine shares in Q3 2026, an estimated $2.19K.
Cal-Maine made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #1446 holding.
Physician Wealth Advisors first reported a position in Cal-Maine in Q2 2025 and has held it in 4 quarters since.
220 funds tracked by Wall St. Rank held Cal-Maine as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.