Wellspring Financial Advisors’s Americold COLD Stock Holding History

Wellspring Financial 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 Q2	$788K	Sell	50,119 -36	-0.1%	-$494	0.05%	119
2026 Q1	$575K	Sell	50,155 -1,343	-3%	-$16.8K	0.04%	151
2025 Q4	$662K	Buy	+51,498	New	+$631K	0.05%	122

Other funds holding COLD

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Carnegie Lake Advisors Princeton, New Jersey $268M AUM 22.32% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Wellspring Financial Advisors's COLD Position: Q2 2026 in Review

Wellspring Financial Advisors reduced its Americold (COLD) stake by 0.07% in Q2 2026, selling an estimated $494 and leaving 50,119 shares worth $788K. The position accounts for 0.05% of the portfolio, ranked #119.

Wellspring Financial Advisors first reported a position in COLD in Q4 2025 and has held it in 3 quarters since. 71 funds tracked by Wall St. Rank hold COLD as of Q2 2026.

Wellspring Financial Advisors held 50,119 shares of Americold worth $788K as of Q2 2026.
Wellspring Financial Advisors sold 36 Americold shares in Q2 2026, an estimated $494.
Americold made up 0.05% of Wellspring Financial Advisors's portfolio in Q2 2026, its #119 holding.
Wellspring Financial Advisors first reported a position in Americold in Q4 2025 and has held it in 3 quarters since.
71 funds tracked by Wall St. Rank held Americold as of Q2 2026.

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