Physician Wealth Advisors’s Domo DOMO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$486	Buy	+155	New	+$518	﹤0.01%	2143
2026 Q1	–	Sell	-133	Closed	-$1.12K	–	2111
2025 Q4	$1.12K	Sell	133 -20	-13%	-$235	﹤0.01%	1547
2025 Q3	$2.42K	Hold	153	–	–	﹤0.01%	1137
2025 Q2	$2.14K	Buy	153 +133	+665%	+$1.34K	﹤0.01%	1022
2025 Q1	$156	Hold	20	–	–	﹤0.01%	1403
2024 Q4	$142	Buy	+20	New	+$162	﹤0.01%	1124

Other funds holding DOMO

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return

Belvedere Trading Chicago, Illinois $87.6B AUM 131.08% 1-Year Est. Return

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

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

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

Physician Wealth Advisors opened a new position in Domo (DOMO) in Q2 2026: 155 shares worth $486. The stake represents ﹤0.01% of the portfolio and ranks #2143 among its holdings. This is a return to the name: Physician Wealth Advisors previously reported a position in DOMO as recently as Q4 2025.

Physician Wealth Advisors first reported a position in DOMO in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.42K in Q3 2025. 25 funds tracked by Wall St. Rank hold DOMO as of Q2 2026.

Physician Wealth Advisors held 155 shares of Domo worth $486 as of Q2 2026.
Domo was a new Physician Wealth Advisors position in Q2 2026.
Domo made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #2143 holding.
Physician Wealth Advisors first reported a position in Domo in Q4 2024 and has held it in 6 quarters since.
Physician Wealth Advisors's Domo position peaked at $2.42K in Q3 2025.
25 funds tracked by Wall St. Rank held Domo as of Q2 2026.

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