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Physician Wealth Advisors’s FIVE9 FIVN Stock Holding History

Physician Wealth Advisors’s Portfolio FIVN Stock Details FIVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.22K Buy
57
+18
+46% +$355 ﹤0.01% 1746
2026
Q1 		$592 Buy
39
+15
+63% +$261 ﹤0.01% 1858
2025
Q4 		$482 Buy
+24
New +$509 ﹤0.01% 1903
2025
Q2 		– Sell
-33
Closed -$896 – 1866
2025
Q1 		$896 Buy
+33
New +$1.21K ﹤0.01% 1164

Other funds holding FIVN

Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VC
Voss Capital Houston, Texas $2.15B AUM 33.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
AFM
Anson Funds Management Dallas, Texas $1.68B AUM 373.57% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Physician Wealth Advisors increased its FIVE9 (FIVN) stake by 46% in Q2 2026, buying an estimated $355 and bringing the position to 57 shares worth $1.22K. The position accounts for ﹤0.01% of the portfolio, ranked #1746.

Physician Wealth Advisors first reported a position in FIVN in Q1 2025 and has held it in 4 quarters since. 293 funds tracked by Wall St. Rank hold FIVN as of Q2 2026.

  • Physician Wealth Advisors held 57 shares of FIVE9 worth $1.22K as of Q2 2026.
  • Physician Wealth Advisors bought 18 FIVE9 shares in Q2 2026, an estimated $355.
  • FIVE9 made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1746 holding.
  • Physician Wealth Advisors first reported a position in FIVE9 in Q1 2025 and has held it in 4 quarters since.
  • 293 funds tracked by Wall St. Rank held FIVE9 as of Q2 2026.

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