Physician Wealth Advisors’s Vulcan Materials VMC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.9K	Hold	37	–	–	﹤0.01%	852
2026 Q1	$10.1K	Sell	37 -13	-26%	-$3.83K	﹤0.01%	790
2025 Q4	$14.3K	Buy	50 +4	+9%	+$1.17K	﹤0.01%	668
2025 Q3	$14.2K	Buy	46 +35	+318%	+$9.94K	﹤0.01%	655
2025 Q2	$2.87K	Buy	+11	New	+$2.83K	﹤0.01%	925

Other funds holding VMC

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

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

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

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

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

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

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

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

Physician Wealth Advisors held its Vulcan Materials (VMC) position steady in Q2 2026 at 37 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #852.

Physician Wealth Advisors first reported a position in VMC in Q2 2025 and has held it in 5 quarters since. The position peaked at $14.3K in Q4 2025. 433 funds tracked by Wall St. Rank hold VMC as of Q2 2026.

Physician Wealth Advisors held 37 shares of Vulcan Materials worth $10.9K as of Q2 2026.
Physician Wealth Advisors left its Vulcan Materials share count unchanged in Q2 2026.
Vulcan Materials made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #852 holding.
Physician Wealth Advisors first reported a position in Vulcan Materials in Q2 2025 and has held it in 5 quarters since.
Physician Wealth Advisors's Vulcan Materials position peaked at $14.3K in Q4 2025.
433 funds tracked by Wall St. Rank held Vulcan Materials as of Q2 2026.

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