Physician Wealth Advisors
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Physician Wealth Advisors’s Sprinklr CXM Stock Holding History

Physician Wealth Advisors’s Portfolio CXM Stock Details CXM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$347 Buy
+70
New +$431 ﹤0.01% 2378
2026
Q2 		– Sell
-252
Closed -$1.51K – 2361
2026
Q1 		$1.51K Buy
+252
New +$1.56K ﹤0.01% 1472

Other funds holding CXM

Private Management Group
Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Letko, Brosseau & Associates
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.9B AUM 29.83% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Hussman Strategic Advisors
Hussman Strategic Advisors Ellicott City, Maryland $469M AUM 10.16% 1-Year Est. Return

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

Physician Wealth Advisors opened a new position in Sprinklr (CXM) in Q3 2026: 70 shares worth $347. The stake represents ﹤0.01% of the portfolio and ranks #2378 among its holdings. This is a return to the name: Physician Wealth Advisors previously reported a position in CXM as recently as Q1 2026.

Physician Wealth Advisors first reported a position in CXM in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.51K in Q1 2026. 93 funds tracked by Wall St. Rank hold CXM as of Q3 2026.

  • Physician Wealth Advisors held 70 shares of Sprinklr worth $347 as of Q3 2026.
  • Sprinklr was a new Physician Wealth Advisors position in Q3 2026.
  • Sprinklr made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #2378 holding.
  • Physician Wealth Advisors first reported a position in Sprinklr in Q1 2026 and has held it in 2 quarters since.
  • Physician Wealth Advisors's Sprinklr position peaked at $1.51K in Q1 2026.
  • 93 funds tracked by Wall St. Rank held Sprinklr as of Q3 2026.

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