Physician Wealth Advisors’s KE Holdings BEKE Stock Holding History

Physician Wealth Advisors’s Portfolio BEKE Stock Details BEKE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.75K	Buy	189 +119	+170%	+$1.96K	﹤0.01%	1369
2026 Q1	$1.05K	Sell	70 -10	-13%	-$172	﹤0.01%	1658
2025 Q4	$1.26K	Hold	80	–	–	﹤0.01%	1499
2025 Q3	$1.52K	Sell	80 -15	-16%	-$281	﹤0.01%	1335
2025 Q2	$1.69K	Buy	95 +63	+197%	+$1.21K	﹤0.01%	1113
2025 Q1	$643	Hold	32	–	–	﹤0.01%	1314
2024 Q4	$590	Buy	+32	New	+$660	﹤0.01%	1090

Other funds holding BEKE

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

HCVG

H Capital V GP Grand Cayman, Cayman Islands $71.9M AUM 18.09% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

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

Physician Wealth Advisors increased its KE Holdings (BEKE) stake by 170% in Q2 2026, buying an estimated $1.96K and bringing the position to 189 shares worth $2.75K. The position accounts for ﹤0.01% of the portfolio, ranked #1369.

Physician Wealth Advisors first reported a position in BEKE in Q4 2024 and has held it in 7 quarters since. 204 funds tracked by Wall St. Rank hold BEKE as of Q2 2026.

Physician Wealth Advisors held 189 shares of KE Holdings worth $2.75K as of Q2 2026.
Physician Wealth Advisors bought 119 KE Holdings shares in Q2 2026, an estimated $1.96K.
KE Holdings made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1369 holding.
Physician Wealth Advisors first reported a position in KE Holdings in Q4 2024 and has held it in 7 quarters since.
204 funds tracked by Wall St. Rank held KE Holdings as of Q2 2026.

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