Physician Wealth Advisors
PRTH icon

Physician Wealth Advisors’s Priority Technology Holdings PRTH Stock Holding History

Physician Wealth Advisors’s Portfolio PRTH Stock Details PRTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-55
Closed -$367 – 2569
2026
Q2 		$367 Buy
+55
New +$318 ﹤0.01% 2270

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State of Alaska Department of Revenue
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Harbor Capital Advisors
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IFP Advisors
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Sterling Capital Management
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Versant Capital Management
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Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Physician Wealth Advisors's PRTH Position: Q3 2026 in Review

Physician Wealth Advisors sold out of Priority Technology Holdings (PRTH) in Q3 2026, closing a stake of 55 shares — an estimated $367 sold.

Physician Wealth Advisors first reported a position in PRTH in Q2 2026 and held it in 1 quarter. The position peaked at $367 in Q2 2026. 17 funds tracked by Wall St. Rank hold PRTH as of Q3 2026.

  • Physician Wealth Advisors reported no remaining Priority Technology Holdings position as of Q3 2026 after selling out during the quarter.
  • Physician Wealth Advisors sold 55 Priority Technology Holdings shares in Q3 2026, an estimated $367.
  • Physician Wealth Advisors first reported a position in Priority Technology Holdings in Q2 2026 and held it in 1 quarter.
  • Physician Wealth Advisors's Priority Technology Holdings position peaked at $367 in Q2 2026.
  • 17 funds tracked by Wall St. Rank held Priority Technology Holdings as of Q3 2026.

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