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Physician Wealth Advisors’s Maui Land & Pineapple Co MLP Stock Holding History

Physician Wealth Advisors’s Portfolio MLP Stock Details MLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-32
Closed -$493 – 2410
2026
Q1 		$493 Buy
+32
New +$530 ﹤0.01% 1935

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TCMG
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BlackRock
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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
NC
Nokomis Capital Dallas, Texas $290M AUM 55.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

Physician Wealth Advisors sold out of Maui Land & Pineapple Co (MLP) in Q2 2026, closing a stake of 32 shares — an estimated $493 sold.

Physician Wealth Advisors first reported a position in MLP in Q1 2026 and held it in 1 quarter. The position peaked at $493 in Q1 2026. 66 funds tracked by Wall St. Rank hold MLP as of Q2 2026.

  • Physician Wealth Advisors reported no remaining Maui Land & Pineapple Co position as of Q2 2026 after selling out during the quarter.
  • Physician Wealth Advisors sold 32 Maui Land & Pineapple Co shares in Q2 2026, an estimated $493.
  • Physician Wealth Advisors first reported a position in Maui Land & Pineapple Co in Q1 2026 and held it in 1 quarter.
  • Physician Wealth Advisors's Maui Land & Pineapple Co position peaked at $493 in Q1 2026.
  • 66 funds tracked by Wall St. Rank held Maui Land & Pineapple Co as of Q2 2026.

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