Physician Wealth Advisors
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Physician Wealth Advisors’s Alaska Air ALK Stock Holding History

Physician Wealth Advisors’s Portfolio ALK Stock Details ALK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-10
Closed -$522 – 2449
2026
Q2 		$522 Sell
10
-10
-50% -$427 ﹤0.01% 2106
2026
Q1 		$736 Sell
20
-4
-17% -$193 ﹤0.01% 1804
2025
Q4 		$1.21K Buy
24
+15
+167% +$693 ﹤0.01% 1515
2025
Q3 		$449 Buy
+9
New +$500 ﹤0.01% 1850

Other funds holding ALK

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
U.S. Global Investors (USGI)
U.S. Global Investors (USGI) San Antonio, Texas $1B AUM 32.31% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Privium Fund Management (UK)
Privium Fund Management (UK) London, United Kingdom $200M AUM 0.15% 1-Year Est. Return
South Dakota Investment Council
South Dakota Investment Council Sioux Falls, South Dakota $5.73B AUM 22.53% 1-Year Est. Return

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

Physician Wealth Advisors sold out of Alaska Air (ALK) in Q3 2026, closing a stake of 10 shares — an estimated $522 sold.

Physician Wealth Advisors first reported a position in ALK in Q3 2025 and held it in 4 quarters. The position peaked at $1.21K in Q4 2025. 261 funds tracked by Wall St. Rank hold ALK as of Q3 2026.

  • Physician Wealth Advisors reported no remaining Alaska Air position as of Q3 2026 after selling out during the quarter.
  • Physician Wealth Advisors sold 10 Alaska Air shares in Q3 2026, an estimated $522.
  • Physician Wealth Advisors first reported a position in Alaska Air in Q3 2025 and held it in 4 quarters.
  • Physician Wealth Advisors's Alaska Air position peaked at $1.21K in Q4 2025.
  • 261 funds tracked by Wall St. Rank held Alaska Air as of Q3 2026.

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