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Physician Wealth Advisors’s MGP Ingredients MGPI Stock Holding History

Physician Wealth Advisors’s Portfolio MGPI Stock Details MGPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$438 Buy
+25
New +$455 ﹤0.01% 2196
2025
Q1 		– Sell
-15
Closed -$591 – 1491
2024
Q4 		$591 Buy
+15
New +$816 ﹤0.01% 1089

Other funds holding MGPI

IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TCM
Tieton Capital Management Yakima, Washington $348M AUM 45.13% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Physician Wealth Advisors opened a new position in MGP Ingredients (MGPI) in Q2 2026: 25 shares worth $438. The stake represents ﹤0.01% of the portfolio and ranks #2196 among its holdings. This is a return to the name: Physician Wealth Advisors previously reported a position in MGPI as recently as Q4 2024.

Physician Wealth Advisors first reported a position in MGPI in Q4 2024 and has held it in 2 quarters since. The position peaked at $591 in Q4 2024. 150 funds tracked by Wall St. Rank hold MGPI as of Q2 2026.

  • Physician Wealth Advisors held 25 shares of MGP Ingredients worth $438 as of Q2 2026.
  • MGP Ingredients was a new Physician Wealth Advisors position in Q2 2026.
  • MGP Ingredients made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #2196 holding.
  • Physician Wealth Advisors first reported a position in MGP Ingredients in Q4 2024 and has held it in 2 quarters since.
  • Physician Wealth Advisors's MGP Ingredients position peaked at $591 in Q4 2024.
  • 150 funds tracked by Wall St. Rank held MGP Ingredients as of Q2 2026.

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