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

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

ECA

Encompass Capital Advisors New York $2.81B AUM 198.36% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

SPPAM

Summit Partners Public Asset Management Boston, Massachusetts $5.69B AUM 259.25% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

VCM

Valiant Capital Management San Francisco, California $2.48B AUM 57.08% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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. 433 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.
433 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.