Physician Wealth Advisors’s Enact Holdings ACT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$640	Hold	14	–	–	﹤0.01%	1997
2026 Q1	$572	Hold	14	–	–	﹤0.01%	1872
2025 Q4	$555	Buy	+14	New	+$527	﹤0.01%	1830

Other funds holding ACT

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

Regent Peak Wealth Advisors Atlanta, Georgia $540M AUM 26.3% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return

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

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

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

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

Physician Wealth Advisors held its Enact Holdings (ACT) position steady in Q2 2026 at 14 shares worth $640. The position accounts for ﹤0.01% of the portfolio, ranked #1997.

Physician Wealth Advisors first reported a position in ACT in Q4 2025 and has held it in 3 quarters since. 31 funds tracked by Wall St. Rank hold ACT as of Q2 2026.

Physician Wealth Advisors held 14 shares of Enact Holdings worth $640 as of Q2 2026.
Physician Wealth Advisors left its Enact Holdings share count unchanged in Q2 2026.
Enact Holdings made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1997 holding.
Physician Wealth Advisors first reported a position in Enact Holdings in Q4 2025 and has held it in 3 quarters since.
31 funds tracked by Wall St. Rank held Enact Holdings as of Q2 2026.

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