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Physician Wealth Advisors’s Brunswick BC Stock Holding History

Physician Wealth Advisors’s Portfolio BC Stock Details BC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.72K Buy
56
+24
+75% +$1.92K ﹤0.01% 1127
2026
Q1 		$2.33K Hold
32
– – ﹤0.01% 1285
2025
Q4 		$2.38K Buy
32
+8
+33% +$542 ﹤0.01% 1215
2025
Q3 		$1.52K Hold
24
– – ﹤0.01% 1336
2025
Q2 		$1.33K Buy
+24
New +$1.21K ﹤0.01% 1219

Other funds holding BC

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
DDPIC
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
LCS
Levin Capital Strategies New York $1.49B AUM 30.44% 1-Year Est. Return

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

Physician Wealth Advisors increased its Brunswick (BC) stake by 75% in Q2 2026, buying an estimated $1.92K and bringing the position to 56 shares worth $4.72K. The position accounts for ﹤0.01% of the portfolio, ranked #1127.

Physician Wealth Advisors first reported a position in BC in Q2 2025 and has held it in 5 quarters since. 160 funds tracked by Wall St. Rank hold BC as of Q2 2026.

  • Physician Wealth Advisors held 56 shares of Brunswick worth $4.72K as of Q2 2026.
  • Physician Wealth Advisors bought 24 Brunswick shares in Q2 2026, an estimated $1.92K.
  • Brunswick made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1127 holding.
  • Physician Wealth Advisors first reported a position in Brunswick in Q2 2025 and has held it in 5 quarters since.
  • 160 funds tracked by Wall St. Rank held Brunswick as of Q2 2026.

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