Physician Wealth Solutions’s Vulcan Materials VMC Stock Holding History

Physician Wealth Solutions’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 Q3	$515K	Hold	2,105	–	–	0.2%	32
2026 Q2	$621K	Hold	2,105	–	–	0.24%	32
2026 Q1	$573K	Hold	2,105	–	–	0.24%	33
2025 Q4	$600K	Hold	2,105	–	–	0.25%	33
2025 Q3	$648K	Hold	2,105	–	–	0.28%	33
2025 Q2	$549K	Hold	2,105	–	–	0.25%	33
2025 Q1	$491K	Hold	2,105	–	–	0.25%	30
2024 Q4	$541K	Hold	2,105	–	–	0.27%	30
2024 Q3	$581K	Hold	2,105	–	–	0.29%	29
2024 Q2	$523K	Hold	2,105	–	–	0.37%	30
2024 Q1	$574K	Hold	2,105	–	–	0.48%	30
2023 Q4	$478K	Buy	+2,105	New	+$446K	0.48%	29

Other funds holding VMC

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Howard Capital Management Group Los Angeles, California $1.73B AUM 21.46% 1-Year Est. Return

ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return

PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Physician Wealth Solutions's VMC Position: Q3 2026 in Review

Physician Wealth Solutions held its Vulcan Materials (VMC) position steady in Q3 2026 at 2,105 shares worth $515K. The position accounts for 0.2% of the portfolio, ranked #32.

Physician Wealth Solutions first reported a position in VMC in Q4 2023 and has held it in 12 quarters since. The position peaked at $648K in Q3 2025. 204 funds tracked by Wall St. Rank hold VMC as of Q3 2026.

Physician Wealth Solutions held 2,105 shares of Vulcan Materials worth $515K as of Q3 2026.
Physician Wealth Solutions left its Vulcan Materials share count unchanged in Q3 2026.
Vulcan Materials made up 0.2% of Physician Wealth Solutions's portfolio in Q3 2026, its #32 holding.
Physician Wealth Solutions first reported a position in Vulcan Materials in Q4 2023 and has held it in 12 quarters since.
Physician Wealth Solutions's Vulcan Materials position peaked at $648K in Q3 2025.
204 funds tracked by Wall St. Rank held Vulcan Materials as of Q3 2026.

Based on Physician Wealth Solutions's 13F filing for Q3 2026, filed 14 Oct 2026.