Physician Wealth Advisors
COLD icon

Physician Wealth Advisors’s Americold COLD Stock Holding History

Physician Wealth Advisors’s Portfolio COLD Stock Details COLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.19K Hold
300
– – ﹤0.01% 1218
2026
Q2 		$4.72K Sell
300
-47
-14% -$645 ﹤0.01% 1128
2026
Q1 		$3.98K Hold
347
– – ﹤0.01% 1088
2025
Q4 		$4.46K Sell
347
-88
-20% -$1.08K ﹤0.01% 1004
2025
Q3 		$5.32K Buy
+435
New +$6.48K ﹤0.01% 908

Other funds holding COLD

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Private Management Group
Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Reinhart Partners
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

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

Physician Wealth Advisors held its Americold (COLD) position steady in Q3 2026 at 300 shares worth $4.19K. The position accounts for ﹤0.01% of the portfolio, ranked #1218.

Physician Wealth Advisors first reported a position in COLD in Q3 2025 and has held it in 5 quarters since. The position peaked at $5.32K in Q3 2025. 190 funds tracked by Wall St. Rank hold COLD as of Q3 2026.

  • Physician Wealth Advisors held 300 shares of Americold worth $4.19K as of Q3 2026.
  • Physician Wealth Advisors left its Americold share count unchanged in Q3 2026.
  • Americold made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #1218 holding.
  • Physician Wealth Advisors first reported a position in Americold in Q3 2025 and has held it in 5 quarters since.
  • Physician Wealth Advisors's Americold position peaked at $5.32K in Q3 2025.
  • 190 funds tracked by Wall St. Rank held Americold as of Q3 2026.

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