Physician Wealth Advisors’s Workiva WK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-9	Closed	-$537	–	2466
2026 Q1	$537	Buy	+9	New	+$628	﹤0.01%	1898

Other funds holding WK

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JCAM

Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

EDRH

Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return

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

Physician Wealth Advisors sold out of Workiva (WK) in Q2 2026, closing a stake of 9 shares — an estimated $537 sold.

Physician Wealth Advisors first reported a position in WK in Q1 2026 and held it in 1 quarter. The position peaked at $537 in Q1 2026. 307 funds tracked by Wall St. Rank hold WK as of Q2 2026.

Physician Wealth Advisors reported no remaining Workiva position as of Q2 2026 after selling out during the quarter.
Physician Wealth Advisors sold 9 Workiva shares in Q2 2026, an estimated $537.
Physician Wealth Advisors first reported a position in Workiva in Q1 2026 and held it in 1 quarter.
Physician Wealth Advisors's Workiva position peaked at $537 in Q1 2026.
307 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

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