Physician Wealth Advisors
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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
Q3 		$1.39K Hold
752
– – ﹤0.01% 1761
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

Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
True Wealth Design
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
Wilmington Savings Fund Society
Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Fortitude Family Office
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Physician Wealth Advisors's ALEC Position: Q3 2026 in Review

Physician Wealth Advisors held its Alector (ALEC) position steady in Q3 2026 at 752 shares worth $1.39K. The position accounts for ﹤0.01% of the portfolio, ranked #1761.

Physician Wealth Advisors first reported a position in ALEC in Q1 2025 and has held it in 7 quarters since. The position peaked at $2.23K in Q3 2025. 11 funds tracked by Wall St. Rank hold ALEC as of Q3 2026.

  • Physician Wealth Advisors held 752 shares of Alector worth $1.39K as of Q3 2026.
  • Physician Wealth Advisors left its Alector share count unchanged in Q3 2026.
  • Alector made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #1761 holding.
  • Physician Wealth Advisors first reported a position in Alector in Q1 2025 and has held it in 7 quarters since.
  • Physician Wealth Advisors's Alector position peaked at $2.23K in Q3 2025.
  • 11 funds tracked by Wall St. Rank held Alector as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.