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Physician Wealth Advisors’s Perion Network PERI Stock Holding History

Physician Wealth Advisors’s Portfolio PERI Stock Details PERI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-984
Closed -$9.43K – 2195
2025
Q4 		$9.43K Hold
984
– – ﹤0.01% 789
2025
Q3 		$9.45K Hold
984
– – ﹤0.01% 752
2025
Q2 		$9.99K Hold
984
– – ﹤0.01% 646
2025
Q1 		$8.01K Hold
984
– – ﹤0.01% 647
2024
Q4 		$8.34K Buy
+984
New +$8.27K ﹤0.01% 654

Other funds holding PERI

PCMF
Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
VB
Value Base Tel Aviv, Israel $162M AUM 2.31% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Physician Wealth Advisors's PERI Position: Q1 2026 in Review

Physician Wealth Advisors sold out of Perion Network (PERI) in Q1 2026, closing a stake of 984 shares — an estimated $9.43K sold.

Physician Wealth Advisors first reported a position in PERI in Q4 2024 and held it in 5 quarters. The position peaked at $9.99K in Q2 2025. 96 funds tracked by Wall St. Rank hold PERI as of Q1 2026.

  • Physician Wealth Advisors reported no remaining Perion Network position as of Q1 2026 after selling out during the quarter.
  • Physician Wealth Advisors sold 984 Perion Network shares in Q1 2026, an estimated $9.43K.
  • Physician Wealth Advisors first reported a position in Perion Network in Q4 2024 and held it in 5 quarters.
  • Physician Wealth Advisors's Perion Network position peaked at $9.99K in Q2 2025.
  • 96 funds tracked by Wall St. Rank held Perion Network as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.