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Physician Wealth Advisors’s BILL Holdings BILL Stock Holding History

Physician Wealth Advisors’s Portfolio BILL Stock Details BILL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-46
Closed -$1.76K – 2347
2026
Q1 		$1.76K Buy
46
+22
+92% +$984 ﹤0.01% 1408
2025
Q4 		$1.31K Hold
24
– – ﹤0.01% 1482
2025
Q3 		$1.27K Buy
+24
New +$1.11K ﹤0.01% 1432
2025
Q2 		– Sell
-33
Closed -$1.51K – 1831
2025
Q1 		$1.51K Buy
+33
New +$2.22K ﹤0.01% 930

Other funds holding BILL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ECH
ER Collective Holdings Washington, District of Columbia $308M AUM
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Physician Wealth Advisors sold out of BILL Holdings (BILL) in Q2 2026, closing a stake of 46 shares — an estimated $1.76K sold.

Physician Wealth Advisors first reported a position in BILL in Q1 2025 and held it in 4 quarters. The position peaked at $1.76K in Q1 2026. 342 funds tracked by Wall St. Rank hold BILL as of Q2 2026.

  • Physician Wealth Advisors reported no remaining BILL Holdings position as of Q2 2026 after selling out during the quarter.
  • Physician Wealth Advisors sold 46 BILL Holdings shares in Q2 2026, an estimated $1.76K.
  • Physician Wealth Advisors first reported a position in BILL Holdings in Q1 2025 and held it in 4 quarters.
  • Physician Wealth Advisors's BILL Holdings position peaked at $1.76K in Q1 2026.
  • 342 funds tracked by Wall St. Rank held BILL Holdings as of Q2 2026.

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