Physician Wealth Advisors’s Grocery Outlet GO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$519	Buy	52 +14	+37%	+$115	﹤0.01%	2110
2026 Q1	$268	Hold	38	–	–	﹤0.01%	2015
2025 Q4	$384	Sell	38 -76	-67%	-$956	﹤0.01%	1962
2025 Q3	$1.83K	Buy	114 +35	+44%	+$559	﹤0.01%	1267
2025 Q2	$982	Hold	79	–	–	﹤0.01%	1445
2025 Q1	$1.1K	Buy	+79	New	+$1.17K	﹤0.01%	1004

Other funds holding GO

BCM

Becker Capital Management Portland, Oregon $3.72B AUM 31.98% 1-Year Est. Return

RSC

Red Spruce Capital Berwyn, Pennsylvania $287M AUM 38.81% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

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

Physician Wealth Advisors increased its Grocery Outlet (GO) stake by 37% in Q2 2026, buying an estimated $115 and bringing the position to 52 shares worth $519. The position accounts for ﹤0.01% of the portfolio, ranked #2110.

Physician Wealth Advisors first reported a position in GO in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.83K in Q3 2025. 53 funds tracked by Wall St. Rank hold GO as of Q2 2026.

Physician Wealth Advisors held 52 shares of Grocery Outlet worth $519 as of Q2 2026.
Physician Wealth Advisors bought 14 Grocery Outlet shares in Q2 2026, an estimated $115.
Grocery Outlet made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #2110 holding.
Physician Wealth Advisors first reported a position in Grocery Outlet in Q1 2025 and has held it in 6 quarters since.
Physician Wealth Advisors's Grocery Outlet position peaked at $1.83K in Q3 2025.
53 funds tracked by Wall St. Rank held Grocery Outlet as of Q2 2026.

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