PWA
SAIL

Physician Wealth Advisors’s SailPoint Inc SAIL Stock Holding History

Physician Wealth Advisors’s Portfolio SAIL Stock Details SAIL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.58K Buy
108
+9
+9% +$123 ﹤0.01% 1610
2026
Q1 		$1.31K Buy
+99
New +$1.54K ﹤0.01% 1535

Other funds holding SAIL

TB
Thoma Bravo Chicago, Illinois $7.28B AUM 35.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

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

Physician Wealth Advisors increased its SailPoint Inc (SAIL) stake by 9.1% in Q2 2026, buying an estimated $123 and bringing the position to 108 shares worth $1.58K. The position accounts for ﹤0.01% of the portfolio, ranked #1610.

Physician Wealth Advisors first reported a position in SAIL in Q1 2026 and has held it in 2 quarters since. 239 funds tracked by Wall St. Rank hold SAIL as of Q2 2026.

  • Physician Wealth Advisors held 108 shares of SailPoint Inc worth $1.58K as of Q2 2026.
  • Physician Wealth Advisors bought 9 SailPoint Inc shares in Q2 2026, an estimated $123.
  • SailPoint Inc made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1610 holding.
  • Physician Wealth Advisors first reported a position in SailPoint Inc in Q1 2026 and has held it in 2 quarters since.
  • 239 funds tracked by Wall St. Rank held SailPoint Inc as of Q2 2026.

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