Physician Wealth Advisors
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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
Q3 		$876 Sell
43
-65
-60% -$1.16K ﹤0.01% 2009
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

Thoma Bravo
Thoma Bravo Chicago, Illinois $10B AUM 8.91% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Lunate Capital
Lunate Capital Al Maryah Island, Abu Dhabi, United Arab Emirates $714M AUM 64.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Covea Finance
Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Baker Avenue Asset Management
Baker Avenue Asset Management San Francisco, California $5.35B AUM 26.77% 1-Year Est. Return

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

Physician Wealth Advisors reduced its SailPoint Inc (SAIL) stake by 60% in Q3 2026, selling an estimated $1.16K and leaving 43 shares worth $876. The position accounts for ﹤0.01% of the portfolio, ranked #2009.

Physician Wealth Advisors first reported a position in SAIL in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.58K in Q2 2026. 99 funds tracked by Wall St. Rank hold SAIL as of Q3 2026.

  • Physician Wealth Advisors held 43 shares of SailPoint Inc worth $876 as of Q3 2026.
  • Physician Wealth Advisors sold 65 SailPoint Inc shares in Q3 2026, an estimated $1.16K.
  • SailPoint Inc made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #2009 holding.
  • Physician Wealth Advisors first reported a position in SailPoint Inc in Q1 2026 and has held it in 3 quarters since.
  • Physician Wealth Advisors's SailPoint Inc position peaked at $1.58K in Q2 2026.
  • 99 funds tracked by Wall St. Rank held SailPoint Inc as of Q3 2026.

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