Private Wealth Management Group’s Americold COLD Stock Holding History

Private Wealth Management Group’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	$2.29K	Hold	164	–	–	﹤0.01%	1139
2026 Q2	$2.58K	Hold	164	–	–	﹤0.01%	1076
2026 Q1	$1.88K	Sell	164 -197	-55%	-$2.47K	﹤0.01%	1100
2025 Q4	$4.64K	Buy	361 +215	+147%	+$2.64K	﹤0.01%	809
2025 Q3	$1.79K	Sell	146 -128	-47%	-$1.91K	﹤0.01%	1143
2025 Q2	$4.56K	Buy	+274	New	+$4.97K	﹤0.01%	796

Other funds holding COLD

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return

Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Private Wealth Management Group's COLD Position: Q3 2026 in Review

Private Wealth Management Group held its Americold (COLD) position steady in Q3 2026 at 164 shares worth $2.29K. The position accounts for ﹤0.01% of the portfolio, ranked #1139.

Private Wealth Management Group first reported a position in COLD in Q2 2025 and has held it in 6 quarters since. The position peaked at $4.64K in Q4 2025. 60 funds tracked by Wall St. Rank hold COLD as of Q3 2026.

Private Wealth Management Group held 164 shares of Americold worth $2.29K as of Q3 2026.
Private Wealth Management Group left its Americold share count unchanged in Q3 2026.
Americold made up ﹤0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #1139 holding.
Private Wealth Management Group first reported a position in Americold in Q2 2025 and has held it in 6 quarters since.
Private Wealth Management Group's Americold position peaked at $4.64K in Q4 2025.
60 funds tracked by Wall St. Rank held Americold as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.