Physician Wealth Advisors’s PLDT PHI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.07K	Sell	61 -200	-77%	-$3.87K	﹤0.01%	1810
2026 Q1	$5.49K	Hold	261	–	–	﹤0.01%	978
2025 Q4	$5.67K	Buy	261 +221	+553%	+$4.54K	﹤0.01%	938
2025 Q3	$748	Sell	40 -207	-84%	-$4.44K	﹤0.01%	1710
2025 Q2	$5.38K	Buy	247 +63	+34%	+$1.42K	﹤0.01%	777
2025 Q1	$4.03K	Sell	184 -21	-10%	-$485	﹤0.01%	770
2024 Q4	$4.54K	Buy	+205	New	+$4.87K	﹤0.01%	752

Other funds holding PHI

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

QCM

Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

Physician Wealth Advisors reduced its PLDT (PHI) stake by 77% in Q2 2026, selling an estimated $3.87K and leaving 61 shares worth $1.07K. The position accounts for ﹤0.01% of the portfolio, ranked #1810.

Physician Wealth Advisors first reported a position in PHI in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.67K in Q4 2025. 100 funds tracked by Wall St. Rank hold PHI as of Q2 2026.

Physician Wealth Advisors held 61 shares of PLDT worth $1.07K as of Q2 2026.
Physician Wealth Advisors sold 200 PLDT shares in Q2 2026, an estimated $3.87K.
PLDT made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1810 holding.
Physician Wealth Advisors first reported a position in PLDT in Q4 2024 and has held it in 7 quarters since.
Physician Wealth Advisors's PLDT position peaked at $5.67K in Q4 2025.
100 funds tracked by Wall St. Rank held PLDT as of Q2 2026.

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