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Physician Wealth Advisors’s Quanex NX Stock Holding History

Physician Wealth Advisors’s Portfolio NX Stock Details NX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-60
Closed -$854 – 2121
2025
Q3 		$854 Hold
60
– – ﹤0.01% 1664
2025
Q2 		$1.13K Buy
60
+17
+40% +$301 ﹤0.01% 1319
2025
Q1 		$800 Buy
+43
New +$909 ﹤0.01% 1231

Other funds holding NX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AGC
Angelo Gordon & Co New York $1.06B AUM 47.95% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

Physician Wealth Advisors's NX Position: Q4 2025 in Review

Physician Wealth Advisors sold out of Quanex (NX) in Q4 2025, closing a stake of 60 shares — an estimated $854 sold.

Physician Wealth Advisors first reported a position in NX in Q1 2025 and held it in 3 quarters. The position peaked at $1.13K in Q2 2025. 198 funds tracked by Wall St. Rank hold NX as of Q4 2025.

  • Physician Wealth Advisors reported no remaining Quanex position as of Q4 2025 after selling out during the quarter.
  • Physician Wealth Advisors sold 60 Quanex shares in Q4 2025, an estimated $854.
  • Physician Wealth Advisors first reported a position in Quanex in Q1 2025 and held it in 3 quarters.
  • Physician Wealth Advisors's Quanex position peaked at $1.13K in Q2 2025.
  • 198 funds tracked by Wall St. Rank held Quanex as of Q4 2025.

Based on Physician Wealth Advisors's 13F filing for Q4 2025, filed 29 Jan 2026.