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Physician Wealth Advisors’s Fulcrum Therapeutics FULC Stock Holding History

Physician Wealth Advisors’s Portfolio FULC Stock Details FULC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-283
Closed -$2.17K – 2382
2026
Q1 		$2.17K Hold
283
– – ﹤0.01% 1323
2025
Q4 		$3.2K Hold
283
– – ﹤0.01% 1109
2025
Q3 		$2.6K Hold
283
– – ﹤0.01% 1108
2025
Q2 		$1.95K Buy
+283
New +$1.51K ﹤0.01% 1055

Other funds holding FULC

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 19.85% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

Physician Wealth Advisors sold out of Fulcrum Therapeutics (FULC) in Q2 2026, closing a stake of 283 shares — an estimated $2.17K sold.

Physician Wealth Advisors first reported a position in FULC in Q2 2025 and held it in 4 quarters. The position peaked at $3.2K in Q4 2025. 12 funds tracked by Wall St. Rank hold FULC as of Q2 2026.

  • Physician Wealth Advisors reported no remaining Fulcrum Therapeutics position as of Q2 2026 after selling out during the quarter.
  • Physician Wealth Advisors sold 283 Fulcrum Therapeutics shares in Q2 2026, an estimated $2.17K.
  • Physician Wealth Advisors first reported a position in Fulcrum Therapeutics in Q2 2025 and held it in 4 quarters.
  • Physician Wealth Advisors's Fulcrum Therapeutics position peaked at $3.2K in Q4 2025.
  • 12 funds tracked by Wall St. Rank held Fulcrum Therapeutics as of Q2 2026.

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