Wiser Advisor Group’s Americold COLD Stock Holding History

Wiser Advisor 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 Q2	$11.1K	Buy	708 +13	+2%	+$178	0.01%	165
2026 Q1	$7.96K	Buy	695 +12	+2%	+$150	0.01%	175
2025 Q4	$8.79K	Sell	683 -82	-11%	-$1K	0.01%	174
2025 Q3	$9.36K	Buy	+765	New	+$11.4K	0.01%	178
2025 Q2	–	Sell	-746	Closed	-$16K	–	84
2025 Q1	$16K	Buy	746 +8	+1%	+$174	0.02%	155
2024 Q4	$15.8K	Buy	738 +6	+0.8%	+$145	0.02%	160
2024 Q3	$20.7K	Buy	732 +5	+0.7%	+$143	0.03%	153
2024 Q2	$18.5K	Buy	727 +9	+1%	+$221	0.03%	155
2024 Q1	$17.9K	Buy	718 +4	+0.6%	+$109	0.03%	156
2023 Q4	$21.6K	Buy	+714	New	+$20K	0.04%	143

Other funds holding COLD

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Wiser Advisor Group's COLD Position: Q2 2026 in Review

Wiser Advisor Group increased its Americold (COLD) stake by 1.9% in Q2 2026, buying an estimated $178 and bringing the position to 708 shares worth $11.1K. The position accounts for 0.01% of the portfolio, ranked #165.

Wiser Advisor Group first reported a position in COLD in Q4 2023 and has held it in 10 quarters since. The position peaked at $21.6K in Q4 2023. 411 funds tracked by Wall St. Rank hold COLD as of Q2 2026.

Wiser Advisor Group held 708 shares of Americold worth $11.1K as of Q2 2026.
Wiser Advisor Group bought 13 Americold shares in Q2 2026, an estimated $178.
Americold made up 0.01% of Wiser Advisor Group's portfolio in Q2 2026, its #165 holding.
Wiser Advisor Group first reported a position in Americold in Q4 2023 and has held it in 10 quarters since.
Wiser Advisor Group's Americold position peaked at $21.6K in Q4 2023.
411 funds tracked by Wall St. Rank held Americold as of Q2 2026.

Based on Wiser Advisor Group's 13F filing for Q2 2026, filed 17 Aug 2026.