PWA
KE

Physician Wealth Advisors’s Kimball Electronics KE Stock Holding History

Physician Wealth Advisors’s Portfolio KE Stock Details KE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.61K Buy
63
+16
+34% +$411 ﹤0.01% 1600
2026
Q1 		$1.11K Hold
47
– – ﹤0.01% 1615
2025
Q4 		$1.31K Hold
47
– – ﹤0.01% 1484
2025
Q3 		$1.4K Hold
47
– – ﹤0.01% 1390
2025
Q2 		$904 Buy
+47
New +$787 ﹤0.01% 1497

Other funds holding KE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
CCMINC
Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $826M AUM 32.06% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
CCIA
Campbell & Co Investment Adviser Baltimore, Maryland $1.91B AUM 17.57% 1-Year Est. Return
SIM
SummerHaven Investment Management Stamford, Connecticut $187M AUM 70.61% 1-Year Est. Return

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

Physician Wealth Advisors increased its Kimball Electronics (KE) stake by 34% in Q2 2026, buying an estimated $411 and bringing the position to 63 shares worth $1.61K. The position accounts for ﹤0.01% of the portfolio, ranked #1600.

Physician Wealth Advisors first reported a position in KE in Q2 2025 and has held it in 5 quarters since. 40 funds tracked by Wall St. Rank hold KE as of Q2 2026.

  • Physician Wealth Advisors held 63 shares of Kimball Electronics worth $1.61K as of Q2 2026.
  • Physician Wealth Advisors bought 16 Kimball Electronics shares in Q2 2026, an estimated $411.
  • Kimball Electronics made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1600 holding.
  • Physician Wealth Advisors first reported a position in Kimball Electronics in Q2 2025 and has held it in 5 quarters since.
  • 40 funds tracked by Wall St. Rank held Kimball Electronics as of Q2 2026.

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