Physician Wealth Advisors’s Cadeler CDLR Stock Holding History

Physician Wealth Advisors’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	$438	Sell	20 -1	-5%	-$24	﹤0.01%	2333
2026 Q2	$461	Buy	+21	New	+$534	﹤0.01%	2171

Other funds holding CDLR

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

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

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

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

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

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

Physician Wealth Advisors reduced its Cadeler (CDLR) stake by 4.8% in Q3 2026, selling an estimated $24 and leaving 20 shares worth $438. The position accounts for ﹤0.01% of the portfolio, ranked #2333.

Physician Wealth Advisors first reported a position in CDLR in Q2 2026 and has held it in 2 quarters since. The position peaked at $461 in Q2 2026. 8 funds tracked by Wall St. Rank hold CDLR as of Q3 2026.

Physician Wealth Advisors held 20 shares of Cadeler worth $438 as of Q3 2026.
Physician Wealth Advisors sold 1 Cadeler share in Q3 2026, an estimated $24.
Cadeler made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #2333 holding.
Physician Wealth Advisors first reported a position in Cadeler in Q2 2026 and has held it in 2 quarters since.
Physician Wealth Advisors's Cadeler position peaked at $461 in Q2 2026.
8 funds tracked by Wall St. Rank held Cadeler as of Q3 2026.

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