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 Q2	$461	Buy	+21	New	+$534	﹤0.01%	2171

Other funds holding CDLR

NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Physician Wealth Advisors's CDLR Position: Q2 2026 in Review

Physician Wealth Advisors opened a new position in Cadeler (CDLR) in Q2 2026: 21 shares worth $461. The stake represents ﹤0.01% of the portfolio and ranks #2171 among its holdings.

12 funds tracked by Wall St. Rank hold CDLR as of Q2 2026.

Physician Wealth Advisors held 21 shares of Cadeler worth $461 as of Q2 2026.
Cadeler was a new Physician Wealth Advisors position in Q2 2026.
Cadeler made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #2171 holding.
12 funds tracked by Wall St. Rank held Cadeler as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.