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Physician Wealth Advisors’s Element Solutions ESI Stock Holding History

Physician Wealth Advisors’s Portfolio ESI Stock Details ESI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.29K Buy
69
+8
+13% +$332 ﹤0.01% 1286
2026
Q1 		$2.08K Buy
61
+31
+103% +$971 ﹤0.01% 1337
2025
Q4 		$750 Sell
30
-2
-6% -$52 ﹤0.01% 1726
2025
Q3 		$806 Buy
+32
New +$798 ﹤0.01% 1683

Other funds holding ESI

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
BZWA
Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return
OLA
Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

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

Physician Wealth Advisors increased its Element Solutions (ESI) stake by 13% in Q2 2026, buying an estimated $332 and bringing the position to 69 shares worth $3.29K. The position accounts for ﹤0.01% of the portfolio, ranked #1286.

Physician Wealth Advisors first reported a position in ESI in Q3 2025 and has held it in 4 quarters since. 67 funds tracked by Wall St. Rank hold ESI as of Q2 2026.

  • Physician Wealth Advisors held 69 shares of Element Solutions worth $3.29K as of Q2 2026.
  • Physician Wealth Advisors bought 8 Element Solutions shares in Q2 2026, an estimated $332.
  • Element Solutions made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1286 holding.
  • Physician Wealth Advisors first reported a position in Element Solutions in Q3 2025 and has held it in 4 quarters since.
  • 67 funds tracked by Wall St. Rank held Element Solutions as of Q2 2026.

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