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Physician Wealth Advisors’s Cerus CERS Stock Holding History

Physician Wealth Advisors’s Portfolio CERS Stock Details CERS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$403 Buy
+138
New +$335 ﹤0.01% 2227
2025
Q3 		– Sell
-741
Closed -$1.04K – 1929
2025
Q2 		$1.04K Buy
+741
New +$988 ﹤0.01% 1398

Other funds holding CERS

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
BIP
Bouvel Investment Partners Phoenixville, Pennsylvania $442M AUM 70.77% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $151M AUM 27.43% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

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

Physician Wealth Advisors opened a new position in Cerus (CERS) in Q2 2026: 138 shares worth $403. The stake represents ﹤0.01% of the portfolio and ranks #2227 among its holdings. This is a return to the name: Physician Wealth Advisors previously reported a position in CERS as recently as Q2 2025.

Physician Wealth Advisors first reported a position in CERS in Q2 2025 and has held it in 2 quarters since. The position peaked at $1.04K in Q2 2025. 18 funds tracked by Wall St. Rank hold CERS as of Q2 2026.

  • Physician Wealth Advisors held 138 shares of Cerus worth $403 as of Q2 2026.
  • Cerus was a new Physician Wealth Advisors position in Q2 2026.
  • Cerus made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #2227 holding.
  • Physician Wealth Advisors first reported a position in Cerus in Q2 2025 and has held it in 2 quarters since.
  • Physician Wealth Advisors's Cerus position peaked at $1.04K in Q2 2025.
  • 18 funds tracked by Wall St. Rank held Cerus as of Q2 2026.

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