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Physician Wealth Advisors’s TriNet TNET Stock Holding History

Physician Wealth Advisors’s Portfolio TNET Stock Details TNET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.24K Buy
+25
New +$1.07K ﹤0.01% 1739
2026
Q1 		– Sell
-8
Closed -$474 – 2231
2025
Q4 		$474 Buy
8
+1
+14% +$59 ﹤0.01% 1912
2025
Q3 		$469 Hold
7
– – ﹤0.01% 1836
2025
Q2 		$512 Sell
7
-1
-13% -$79 ﹤0.01% 1704
2025
Q1 		$634 Buy
+8
New +$664 ﹤0.01% 1323

Other funds holding TNET

AG
Atairos Group Bryn Mawr, Pennsylvania $1.76B AUM 16.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Physician Wealth Advisors opened a new position in TriNet (TNET) in Q2 2026: 25 shares worth $1.24K. The stake represents ﹤0.01% of the portfolio and ranks #1739 among its holdings. This is a return to the name: Physician Wealth Advisors previously reported a position in TNET as recently as Q4 2025.

Physician Wealth Advisors first reported a position in TNET in Q1 2025 and has held it in 5 quarters since. 280 funds tracked by Wall St. Rank hold TNET as of Q2 2026.

  • Physician Wealth Advisors held 25 shares of TriNet worth $1.24K as of Q2 2026.
  • TriNet was a new Physician Wealth Advisors position in Q2 2026.
  • TriNet made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1739 holding.
  • Physician Wealth Advisors first reported a position in TriNet in Q1 2025 and has held it in 5 quarters since.
  • 280 funds tracked by Wall St. Rank held TriNet as of Q2 2026.

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