Physician Wealth Advisors’s Chipotle Mexican Grill CMG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.95K	Sell	175 -208	-54%	-$6.79K	﹤0.01%	1024
2026 Q1	$12.3K	Buy	383 +242	+172%	+$8.95K	﹤0.01%	744
2025 Q4	$5.22K	Sell	141 -312	-69%	-$11.3K	﹤0.01%	962
2025 Q3	$17.8K	Sell	453 -437	-49%	-$19.7K	﹤0.01%	602
2025 Q2	$50K	Buy	890 +56	+7%	+$2.85K	0.01%	344
2025 Q1	$41.9K	Buy	834 +448	+116%	+$24.4K	0.01%	363
2024 Q4	$23.3K	Buy	+386	New	+$23.3K	﹤0.01%	475

Other funds holding CMG

SCI

Starlite Capital INC Dallas, Texas $9.7B AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

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

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Physician Wealth Advisors reduced its Chipotle Mexican Grill (CMG) stake by 54% in Q2 2026, selling an estimated $6.79K and leaving 175 shares worth $5.95K. The position accounts for ﹤0.01% of the portfolio, ranked #1024.

Physician Wealth Advisors first reported a position in CMG in Q4 2024 and has held it in 7 quarters since. The position peaked at $50K in Q2 2025. 493 funds tracked by Wall St. Rank hold CMG as of Q2 2026.

Physician Wealth Advisors held 175 shares of Chipotle Mexican Grill worth $5.95K as of Q2 2026.
Physician Wealth Advisors sold 208 Chipotle Mexican Grill shares in Q2 2026, an estimated $6.79K.
Chipotle Mexican Grill made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1024 holding.
Physician Wealth Advisors first reported a position in Chipotle Mexican Grill in Q4 2024 and has held it in 7 quarters since.
Physician Wealth Advisors's Chipotle Mexican Grill position peaked at $50K in Q2 2025.
493 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q2 2026.

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