PWA
AMWD

Physician Wealth Advisors’s American Woodmark AMWD Stock Holding History

Physician Wealth Advisors’s Portfolio AMWD Stock Details AMWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-15
Closed -$809 – 2070
2025
Q4 		$809 Buy
+15
New +$878 ﹤0.01% 1699

Other funds holding AMWD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Physician Wealth Advisors's AMWD Position: Q1 2026 in Review

Physician Wealth Advisors sold out of American Woodmark (AMWD) in Q1 2026, closing a stake of 15 shares — an estimated $809 sold.

Physician Wealth Advisors first reported a position in AMWD in Q4 2025 and held it in 1 quarter. The position peaked at $809 in Q4 2025. 173 funds tracked by Wall St. Rank hold AMWD as of Q1 2026.

  • Physician Wealth Advisors reported no remaining American Woodmark position as of Q1 2026 after selling out during the quarter.
  • Physician Wealth Advisors sold 15 American Woodmark shares in Q1 2026, an estimated $809.
  • Physician Wealth Advisors first reported a position in American Woodmark in Q4 2025 and held it in 1 quarter.
  • Physician Wealth Advisors's American Woodmark position peaked at $809 in Q4 2025.
  • 173 funds tracked by Wall St. Rank held American Woodmark as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.