Physician Wealth Advisors’s Alico ALCO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$993	Buy	+24	New	+$995	﹤0.01%	1841

Other funds holding ALCO

Oak Family Advisors Chicago, Illinois $391M AUM 26.35% 1-Year Est. Return

Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return

Byrne Asset Management Kingston, New Jersey $185M AUM 41.05% 1-Year Est. Return

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

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

Physician Wealth Advisors opened a new position in Alico (ALCO) in Q2 2026: 24 shares worth $993. The stake represents ﹤0.01% of the portfolio and ranks #1841 among its holdings.

16 funds tracked by Wall St. Rank hold ALCO as of Q2 2026.

Physician Wealth Advisors held 24 shares of Alico worth $993 as of Q2 2026.
Alico was a new Physician Wealth Advisors position in Q2 2026.
Alico made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1841 holding.
16 funds tracked by Wall St. Rank held Alico as of Q2 2026.

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