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Physician Wealth Advisors’s MGIC Investment MTG Stock Holding History

Physician Wealth Advisors’s Portfolio MTG Stock Details MTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$69.9K Buy
2,478
+127
+5% +$3.38K 0.01% 374
2026
Q1 		$61.7K Sell
2,351
-77
-3% -$2.06K 0.01% 360
2025
Q4 		$71K Buy
2,428
+4
+0.2% +$112 0.01% 327
2025
Q3 		$68.8K Buy
2,424
+47
+2% +$1.28K 0.01% 320
2025
Q2 		$66.2K Buy
2,377
+48
+2% +$1.24K 0.01% 309
2025
Q1 		$57.7K Buy
2,329
+62
+3% +$1.5K 0.01% 310
2024
Q4 		$53.8K Buy
+2,267
New +$56.6K 0.01% 334

Other funds holding MTG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

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

Physician Wealth Advisors increased its MGIC Investment (MTG) stake by 5.4% in Q2 2026, buying an estimated $3.38K and bringing the position to 2,478 shares worth $69.9K. The position accounts for 0.01% of the portfolio, ranked #374.

Physician Wealth Advisors first reported a position in MTG in Q4 2024 and has held it in 7 quarters since. The position peaked at $71K in Q4 2025. 510 funds tracked by Wall St. Rank hold MTG as of Q2 2026.

  • Physician Wealth Advisors held 2,478 shares of MGIC Investment worth $69.9K as of Q2 2026.
  • Physician Wealth Advisors bought 127 MGIC Investment shares in Q2 2026, an estimated $3.38K.
  • MGIC Investment made up 0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #374 holding.
  • Physician Wealth Advisors first reported a position in MGIC Investment in Q4 2024 and has held it in 7 quarters since.
  • Physician Wealth Advisors's MGIC Investment position peaked at $71K in Q4 2025.
  • 510 funds tracked by Wall St. Rank held MGIC Investment as of Q2 2026.

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