Physician Wealth Advisors’s Neptune Insurance Holdings NP Stock Holding History

Physician Wealth Advisors’s Portfolio NP Stock Details NP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$567	Buy	+18	New	+$488	﹤0.01%	2051

Other funds holding NP

SIA

SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return

LTAS

Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

FHC

First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

Physician Wealth Advisors opened a new position in Neptune Insurance Holdings (NP) in Q2 2026: 18 shares worth $567. The stake represents ﹤0.01% of the portfolio and ranks #2051 among its holdings.

6 funds tracked by Wall St. Rank hold NP as of Q2 2026.

Physician Wealth Advisors held 18 shares of Neptune Insurance Holdings worth $567 as of Q2 2026.
Neptune Insurance Holdings was a new Physician Wealth Advisors position in Q2 2026.
Neptune Insurance Holdings made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #2051 holding.
6 funds tracked by Wall St. Rank held Neptune Insurance Holdings as of Q2 2026.

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