Physician Wealth Advisors’s Bowhead Specialty Holdings BOW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$569	Sell	19 -25	-57%	-$650	﹤0.01%	2049
2026 Q1	$987	Sell	44 -68	-61%	-$1.65K	﹤0.01%	1700
2025 Q4	$3.2K	Buy	112 +90	+409%	+$2.39K	﹤0.01%	1111
2025 Q3	$595	Buy	+22	New	+$689	﹤0.01%	1768

Other funds holding BOW

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

KOCAA

Knights of Columbus Asset Advisors New Haven, Connecticut $2B AUM 42.86% 1-Year Est. Return

CCM

Cox Capital Management Andover, Massachusetts $180M AUM 40.44% 1-Year Est. Return

Norden Group Provo, Utah $1.22B AUM 36.64% 1-Year Est. Return

BFG

Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

SCM

Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

DWM

Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

NECFA

New England Capital Financial Advisors Meriden, Connecticut $418M AUM 16.7% 1-Year Est. Return

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

Physician Wealth Advisors reduced its Bowhead Specialty Holdings (BOW) stake by 57% in Q2 2026, selling an estimated $650 and leaving 19 shares worth $569. The position accounts for ﹤0.01% of the portfolio, ranked #2049.

Physician Wealth Advisors first reported a position in BOW in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.2K in Q4 2025. 46 funds tracked by Wall St. Rank hold BOW as of Q2 2026.

Physician Wealth Advisors held 19 shares of Bowhead Specialty Holdings worth $569 as of Q2 2026.
Physician Wealth Advisors sold 25 Bowhead Specialty Holdings shares in Q2 2026, an estimated $650.
Bowhead Specialty Holdings made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #2049 holding.
Physician Wealth Advisors first reported a position in Bowhead Specialty Holdings in Q3 2025 and has held it in 4 quarters since.
Physician Wealth Advisors's Bowhead Specialty Holdings position peaked at $3.2K in Q4 2025.
46 funds tracked by Wall St. Rank held Bowhead Specialty Holdings as of Q2 2026.

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