Physician Wealth Advisors’s Piper Sandler PIPR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-24	Closed	-$1.84K	–	2424
2026 Q1	$1.84K	Buy	24 +12	+100%	+$985	﹤0.01%	1390
2025 Q4	$1.02K	Hold	12	–	–	﹤0.01%	1613
2025 Q3	$1.04K	Hold	12	–	–	﹤0.01%	1550
2025 Q2	$834	Sell	12 -12	-50%	-$748	﹤0.01%	1536
2025 Q1	$1.49K	Buy	+24	New	+$1.72K	﹤0.01%	935

Other funds holding PIPR

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

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

NRCM

North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

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

Physician Wealth Advisors sold out of Piper Sandler (PIPR) in Q2 2026, closing a stake of 24 shares — an estimated $1.84K sold.

Physician Wealth Advisors first reported a position in PIPR in Q1 2025 and held it in 5 quarters. The position peaked at $1.84K in Q1 2026. 421 funds tracked by Wall St. Rank hold PIPR as of Q2 2026.

Physician Wealth Advisors reported no remaining Piper Sandler position as of Q2 2026 after selling out during the quarter.
Physician Wealth Advisors sold 24 Piper Sandler shares in Q2 2026, an estimated $1.84K.
Physician Wealth Advisors first reported a position in Piper Sandler in Q1 2025 and held it in 5 quarters.
Physician Wealth Advisors's Piper Sandler position peaked at $1.84K in Q1 2026.
421 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2026.

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