Physician Wealth Advisors’s Core Laboratories CLB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.88K	Sell	333 -15	-4%	-$214	﹤0.01%	1209
2026 Q1	$5.84K	Hold	348	–	–	﹤0.01%	955
2025 Q4	$5.58K	Hold	348	–	–	﹤0.01%	947
2025 Q3	$4.3K	Buy	348 +196	+129%	+$2.3K	﹤0.01%	966
2025 Q2	$1.75K	Buy	+152	New	+$1.8K	﹤0.01%	1096

Other funds holding CLB

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

BWM Planning The Woodlands, Texas $431M AUM 26% 1-Year Est. Return

RBI

Raiffeisen Bank International Vienna, Austria $8.53B AUM 46.94% 1-Year Est. Return

OAM

Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return

KCM

Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return

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

Physician Wealth Advisors reduced its Core Laboratories (CLB) stake by 4.3% in Q2 2026, selling an estimated $214 and leaving 333 shares worth $3.88K. The position accounts for ﹤0.01% of the portfolio, ranked #1209.

Physician Wealth Advisors first reported a position in CLB in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.84K in Q1 2026. 51 funds tracked by Wall St. Rank hold CLB as of Q2 2026.

Physician Wealth Advisors held 333 shares of Core Laboratories worth $3.88K as of Q2 2026.
Physician Wealth Advisors sold 15 Core Laboratories shares in Q2 2026, an estimated $214.
Core Laboratories made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1209 holding.
Physician Wealth Advisors first reported a position in Core Laboratories in Q2 2025 and has held it in 5 quarters since.
Physician Wealth Advisors's Core Laboratories position peaked at $5.84K in Q1 2026.
51 funds tracked by Wall St. Rank held Core Laboratories as of Q2 2026.

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