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Physician Wealth Advisors’s Best Buy BBY Stock Holding History

Physician Wealth Advisors’s Portfolio BBY Stock Details BBY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.91K Sell
91
-24
-21% -$1.59K ﹤0.01% 985
2026
Q1 		$7.38K Sell
115
-26
-18% -$1.71K ﹤0.01% 886
2025
Q4 		$9.44K Sell
141
-17
-11% -$1.3K ﹤0.01% 787
2025
Q3 		$11.9K Buy
158
+63
+66% +$4.52K ﹤0.01% 709
2025
Q2 		$6.38K Buy
95
+20
+27% +$1.36K ﹤0.01% 744
2025
Q1 		$5.52K Hold
75
– – ﹤0.01% 718
2024
Q4 		$6.43K Buy
+75
New +$6.84K ﹤0.01% 694

Other funds holding BBY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Physician Wealth Advisors reduced its Best Buy (BBY) stake by 21% in Q2 2026, selling an estimated $1.59K and leaving 91 shares worth $6.91K. The position accounts for ﹤0.01% of the portfolio, ranked #985.

Physician Wealth Advisors first reported a position in BBY in Q4 2024 and has held it in 7 quarters since. The position peaked at $11.9K in Q3 2025. 867 funds tracked by Wall St. Rank hold BBY as of Q2 2026.

  • Physician Wealth Advisors held 91 shares of Best Buy worth $6.91K as of Q2 2026.
  • Physician Wealth Advisors sold 24 Best Buy shares in Q2 2026, an estimated $1.59K.
  • Best Buy made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #985 holding.
  • Physician Wealth Advisors first reported a position in Best Buy in Q4 2024 and has held it in 7 quarters since.
  • Physician Wealth Advisors's Best Buy position peaked at $11.9K in Q3 2025.
  • 867 funds tracked by Wall St. Rank held Best Buy as of Q2 2026.

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