Physician Wealth Advisors
FDS icon

Physician Wealth Advisors’s Factset FDS Stock Holding History

Physician Wealth Advisors’s Portfolio FDS Stock Details FDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$5.13K Hold
19
– – ﹤0.01% 1128
2026
Q2 		$4.37K Buy
19
+14
+280% +$3.22K ﹤0.01% 1158
2026
Q1 		$1.08K Sell
5
-31
-86% -$7.24K ﹤0.01% 1634
2025
Q4 		$10.4K Buy
36
+31
+620% +$8.7K ﹤0.01% 758
2025
Q3 		$1.43K Buy
5
+3
+150% +$1.15K ﹤0.01% 1372
2025
Q2 		$895 Buy
2
+1
+100% +$438 ﹤0.01% 1502
2025
Q1 		$455 Buy
+1
New +$455 ﹤0.01% 1373

Other funds holding FDS

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

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

Physician Wealth Advisors held its Factset (FDS) position steady in Q3 2026 at 19 shares worth $5.13K. The position accounts for ﹤0.01% of the portfolio, ranked #1128.

Physician Wealth Advisors first reported a position in FDS in Q1 2025 and has held it in 7 quarters since. The position peaked at $10.4K in Q4 2025. 691 funds tracked by Wall St. Rank hold FDS as of Q3 2026.

  • Physician Wealth Advisors held 19 shares of Factset worth $5.13K as of Q3 2026.
  • Physician Wealth Advisors left its Factset share count unchanged in Q3 2026.
  • Factset made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #1128 holding.
  • Physician Wealth Advisors first reported a position in Factset in Q1 2025 and has held it in 7 quarters since.
  • Physician Wealth Advisors's Factset position peaked at $10.4K in Q4 2025.
  • 691 funds tracked by Wall St. Rank held Factset as of Q3 2026.

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