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Physician Wealth Advisors’s Installed Building Products IBP Stock Holding History

Physician Wealth Advisors’s Portfolio IBP Stock Details IBP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-4
Closed -$1.06K – 2392
2026
Q1 		$1.06K Buy
4
+3
+300% +$898 ﹤0.01% 1648
2025
Q4 		$260 Buy
+1
New +$259 ﹤0.01% 1993
2025
Q2 		– Sell
-3
Closed -$515 – 1882
2025
Q1 		$515 Buy
+3
New +$541 ﹤0.01% 1363

Other funds holding IBP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 2.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Physician Wealth Advisors sold out of Installed Building Products (IBP) in Q2 2026, closing a stake of 4 shares — an estimated $1.06K sold.

Physician Wealth Advisors first reported a position in IBP in Q1 2025 and held it in 3 quarters. The position peaked at $1.06K in Q1 2026. 429 funds tracked by Wall St. Rank hold IBP as of Q2 2026.

  • Physician Wealth Advisors reported no remaining Installed Building Products position as of Q2 2026 after selling out during the quarter.
  • Physician Wealth Advisors sold 4 Installed Building Products shares in Q2 2026, an estimated $1.06K.
  • Physician Wealth Advisors first reported a position in Installed Building Products in Q1 2025 and held it in 3 quarters.
  • Physician Wealth Advisors's Installed Building Products position peaked at $1.06K in Q1 2026.
  • 429 funds tracked by Wall St. Rank held Installed Building Products as of Q2 2026.

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