Physician Wealth Advisors’s Alector ALEC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.51K	Hold	752	–	–	﹤0.01%	1629
2026 Q1	$1.62K	Hold	752	–	–	﹤0.01%	1443
2025 Q4	$1.17K	Hold	752	–	–	﹤0.01%	1530
2025 Q3	$2.23K	Hold	752	–	–	﹤0.01%	1173
2025 Q2	$1.05K	Buy	752 +11	+1%	+$14	﹤0.01%	1393
2025 Q1	$912	Buy	+741	New	+$1.21K	﹤0.01%	1149

Other funds holding ALEC

TCM

TCG Crossover Management Palo Alto, California $4.16B AUM 983.43% 1-Year Est. Return

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

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

NCM

Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

KCM

Kynam Capital Management Princeton, New Jersey $1.81B AUM 192.15% 1-Year Est. Return

Merck & Co Rahway, New Jersey $526M AUM 175.27% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

6CM

683 Capital Management New York $2.04B AUM 94.26% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

Physician Wealth Advisors held its Alector (ALEC) position steady in Q2 2026 at 752 shares worth $1.51K. The position accounts for ﹤0.01% of the portfolio, ranked #1629.

Physician Wealth Advisors first reported a position in ALEC in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.23K in Q3 2025. 141 funds tracked by Wall St. Rank hold ALEC as of Q2 2026.

Physician Wealth Advisors held 752 shares of Alector worth $1.51K as of Q2 2026.
Physician Wealth Advisors left its Alector share count unchanged in Q2 2026.
Alector made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1629 holding.
Physician Wealth Advisors first reported a position in Alector in Q1 2025 and has held it in 6 quarters since.
Physician Wealth Advisors's Alector position peaked at $2.23K in Q3 2025.
141 funds tracked by Wall St. Rank held Alector as of Q2 2026.

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