PWA
HTT

Physician Wealth Advisors’s High Templar Tech Ltd HTT Stock Holding History

Physician Wealth Advisors’s Portfolio HTT Stock Details HTT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-243
Closed -$654 – 1940
2025
Q1 		$654 Buy
+243
New +$687 ﹤0.01% 1307

Other funds holding HTT

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TAMH
Taikang Asset Management (HK) Hong Kong $1B AUM 27.37% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
PCP
Polunin Capital Partners London, United Kingdom $407M AUM 55.12% 1-Year Est. Return

Physician Wealth Advisors's HTT Position: Q2 2025 in Review

Physician Wealth Advisors sold out of High Templar Tech Ltd (HTT) in Q2 2025, closing a stake of 243 shares — an estimated $654 sold.

Physician Wealth Advisors first reported a position in HTT in Q1 2025 and held it in 1 quarter. The position peaked at $654 in Q1 2025. 50 funds tracked by Wall St. Rank hold HTT as of Q2 2025.

  • Physician Wealth Advisors reported no remaining High Templar Tech Ltd position as of Q2 2025 after selling out during the quarter.
  • Physician Wealth Advisors sold 243 High Templar Tech Ltd shares in Q2 2025, an estimated $654.
  • Physician Wealth Advisors first reported a position in High Templar Tech Ltd in Q1 2025 and held it in 1 quarter.
  • Physician Wealth Advisors's High Templar Tech Ltd position peaked at $654 in Q1 2025.
  • 50 funds tracked by Wall St. Rank held High Templar Tech Ltd as of Q2 2025.

Based on Physician Wealth Advisors's 13F filing for Q2 2025, filed 14 Jul 2025.