Physician Wealth Advisors’s Solaris Energy Infrastructure SEI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.43K	Buy	55 +5	+10%	+$357	﹤0.01%	1151
2026 Q1	$2.83K	Hold	50	–	–	﹤0.01%	1203
2025 Q4	$2.3K	Hold	50	–	–	﹤0.01%	1225
2025 Q3	$2K	Buy	+50	New	+$1.56K	﹤0.01%	1225
2025 Q2	–	Sell	-103	Closed	-$2.24K	–	2012
2025 Q1	$2.24K	Buy	+103	New	+$2.85K	﹤0.01%	846

Other funds holding SEI

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

MAP

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Veracity Capital Atlanta, Georgia $370M AUM 45.62% 1-Year Est. Return

SWM

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

HCA

Harbour Capital Advisors Tysons Corner, Virginia $549M AUM 54.99% 1-Year Est. Return

KPP

Kings Path Partners Sugar Land, Texas $376M AUM 19% 1-Year Est. Return

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

Physician Wealth Advisors increased its Solaris Energy Infrastructure (SEI) stake by 10% in Q2 2026, buying an estimated $357 and bringing the position to 55 shares worth $4.43K. The position accounts for ﹤0.01% of the portfolio, ranked #1151.

Physician Wealth Advisors first reported a position in SEI in Q1 2025 and has held it in 5 quarters since. 29 funds tracked by Wall St. Rank hold SEI as of Q2 2026.

Physician Wealth Advisors held 55 shares of Solaris Energy Infrastructure worth $4.43K as of Q2 2026.
Physician Wealth Advisors bought 5 Solaris Energy Infrastructure shares in Q2 2026, an estimated $357.
Solaris Energy Infrastructure made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1151 holding.
Physician Wealth Advisors first reported a position in Solaris Energy Infrastructure in Q1 2025 and has held it in 5 quarters since.
29 funds tracked by Wall St. Rank held Solaris Energy Infrastructure as of Q2 2026.

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