Physician Wealth Advisors
OR icon

Physician Wealth Advisors’s OR Royalties Inc OR Stock Holding History

Physician Wealth Advisors’s Portfolio OR Stock Details OR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$996 Sell
29
-11
-28% -$366 ﹤0.01% 1952
2026
Q2 		$1.27K Buy
+40
New +$1.48K ﹤0.01% 1723

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U.S. Global Investors (USGI)
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Physician Wealth Advisors's OR Position: Q3 2026 in Review

Physician Wealth Advisors reduced its OR Royalties Inc (OR) stake by 28% in Q3 2026, selling an estimated $366 and leaving 29 shares worth $996. The position accounts for ﹤0.01% of the portfolio, ranked #1952.

Physician Wealth Advisors first reported a position in OR in Q2 2026 and has held it in 2 quarters since. The position peaked at $1.27K in Q2 2026. 115 funds tracked by Wall St. Rank hold OR as of Q3 2026.

  • Physician Wealth Advisors held 29 shares of OR Royalties Inc worth $996 as of Q3 2026.
  • Physician Wealth Advisors sold 11 OR Royalties Inc shares in Q3 2026, an estimated $366.
  • OR Royalties Inc made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #1952 holding.
  • Physician Wealth Advisors first reported a position in OR Royalties Inc in Q2 2026 and has held it in 2 quarters since.
  • Physician Wealth Advisors's OR Royalties Inc position peaked at $1.27K in Q2 2026.
  • 115 funds tracked by Wall St. Rank held OR Royalties Inc as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.