Physician Wealth Advisors’s Vertical Aerospace EVTL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$941	Buy	1,569 +1,248	+389%	+$1.3K	﹤0.01%	1971
2026 Q2	$559	Buy	+321	New	+$771	﹤0.01%	2063
2026 Q1	–	Sell	-328	Closed	-$1.75K	–	2121
2025 Q4	$1.75K	Buy	+328	New	+$1.66K	﹤0.01%	1350

Other funds holding EVTL

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Themes Management Co Greenwich, Connecticut $152M AUM 42.75% 1-Year Est. Return

GSC

Ground Swell Capital Folly Beach, South Carolina $43.4M AUM 20.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

StoneX Group New York $2.75B AUM 24.13% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Chemistry Wealth Management New York $639M AUM 11.43% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

Physician Wealth Advisors's EVTL Position: Q3 2026 in Review

Physician Wealth Advisors increased its Vertical Aerospace (EVTL) stake by 389% in Q3 2026, buying an estimated $1.3K and bringing the position to 1,569 shares worth $941. The position accounts for ﹤0.01% of the portfolio, ranked #1971.

Physician Wealth Advisors first reported a position in EVTL in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.75K in Q4 2025. 25 funds tracked by Wall St. Rank hold EVTL as of Q3 2026.

Physician Wealth Advisors held 1,569 shares of Vertical Aerospace worth $941 as of Q3 2026.
Physician Wealth Advisors bought 1,248 Vertical Aerospace shares in Q3 2026, an estimated $1.3K.
Vertical Aerospace made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #1971 holding.
Physician Wealth Advisors first reported a position in Vertical Aerospace in Q4 2025 and has held it in 3 quarters since.
Physician Wealth Advisors's Vertical Aerospace position peaked at $1.75K in Q4 2025.
25 funds tracked by Wall St. Rank held Vertical Aerospace as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.