Physician Wealth Advisors’s Unusual Machines UMAC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.97K	Hold	223	–	–	﹤0.01%	1098
2026 Q1	$2.77K	Hold	223	–	–	﹤0.01%	1216
2025 Q4	$2.84K	Buy	223 +58	+35%	+$680	﹤0.01%	1148
2025 Q3	$2.49K	Hold	165	–	–	﹤0.01%	1128
2025 Q2	$1.42K	Buy	+165	New	+$1.04K	﹤0.01%	1196

Other funds holding UMAC

HFF

Halter Ferguson Financial Carmel, Indiana $617M AUM 69.99% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

PIP

Palisades Investment Partners Santa Monica, California $352M AUM 76.79% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

CMF

Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return

Kieckhefer Group Mequon, Wisconsin $246M AUM 51.29% 1-Year Est. Return

CLOS

Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return

Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return

AlphaCentric Advisors San Juan, Puerto Rico $118M AUM

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

Physician Wealth Advisors held its Unusual Machines (UMAC) position steady in Q2 2026 at 223 shares worth $4.97K. The position accounts for ﹤0.01% of the portfolio, ranked #1098.

Physician Wealth Advisors first reported a position in UMAC in Q2 2025 and has held it in 5 quarters since. 46 funds tracked by Wall St. Rank hold UMAC as of Q2 2026.

Physician Wealth Advisors held 223 shares of Unusual Machines worth $4.97K as of Q2 2026.
Physician Wealth Advisors left its Unusual Machines share count unchanged in Q2 2026.
Unusual Machines made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1098 holding.
Physician Wealth Advisors first reported a position in Unusual Machines in Q2 2025 and has held it in 5 quarters since.
46 funds tracked by Wall St. Rank held Unusual Machines as of Q2 2026.

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