Physician Wealth Advisors’s Denali Therapeutics DNLI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.96K	Hold	76	–	–	﹤0.01%	1513
2026 Q1	$1.46K	Hold	76	–	–	﹤0.01%	1487
2025 Q4	$1.25K	Hold	76	–	–	﹤0.01%	1504
2025 Q3	$1.1K	Sell	76 -64	-46%	-$920	﹤0.01%	1518
2025 Q2	$1.96K	Buy	+140	New	+$1.97K	﹤0.01%	1051

Other funds holding DNLI

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

EOJOAM

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

PFC

Phocas Financial Corp Alameda, California $721M AUM 63.77% 1-Year Est. Return

KOCAA

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

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

Physician Wealth Advisors held its Denali Therapeutics (DNLI) position steady in Q2 2026 at 76 shares worth $1.96K. The position accounts for ﹤0.01% of the portfolio, ranked #1513.

Physician Wealth Advisors first reported a position in DNLI in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.96K in Q2 2025. 67 funds tracked by Wall St. Rank hold DNLI as of Q2 2026.

Physician Wealth Advisors held 76 shares of Denali Therapeutics worth $1.96K as of Q2 2026.
Physician Wealth Advisors left its Denali Therapeutics share count unchanged in Q2 2026.
Denali Therapeutics made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1513 holding.
Physician Wealth Advisors first reported a position in Denali Therapeutics in Q2 2025 and has held it in 5 quarters since.
Physician Wealth Advisors's Denali Therapeutics position peaked at $1.96K in Q2 2025.
67 funds tracked by Wall St. Rank held Denali Therapeutics as of Q2 2026.

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