Physician Wealth Advisors’s Erie Indemnity ERIE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.68K Buy
7
+4
+133% +$917 ﹤0.01% 1576
2026
Q1
$754 Buy
+3
New +$805 ﹤0.01% 1796
2025
Q3
Sell
-3
Closed -$1.04K 1952
2025
Q2
$1.04K Buy
+3
New +$1.11K ﹤0.01% 1401

Other funds holding ERIE

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

Physician Wealth Advisors increased its Erie Indemnity (ERIE) stake by 133% in Q2 2026, buying an estimated $917 and bringing the position to 7 shares worth $1.68K. The position accounts for ﹤0.01% of the portfolio, ranked #1576.

Physician Wealth Advisors first reported a position in ERIE in Q2 2025 and has held it in 3 quarters since. 441 funds tracked by Wall St. Rank hold ERIE as of Q2 2026.

  • Physician Wealth Advisors held 7 shares of Erie Indemnity worth $1.68K as of Q2 2026.
  • Physician Wealth Advisors bought 4 Erie Indemnity shares in Q2 2026, an estimated $917.
  • Erie Indemnity made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1576 holding.
  • Physician Wealth Advisors first reported a position in Erie Indemnity in Q2 2025 and has held it in 3 quarters since.
  • 441 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2026.

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