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Avantax Planning Partners’s Spectral AI MDAI Stock Holding History

Avantax Planning Partners’s Portfolio MDAI Stock Details MDAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-231,336
Closed -$266K – 457
2025
Q1 		$266K Hold
231,336
– – 0.01% 362
2024
Q4 		$655K Buy
231,336
+71,484
+45% +$113K 0.02% 217
2024
Q3 		$169K Buy
159,852
+95,493
+148% +$146K 0.01% 424
2024
Q2 		$113K Buy
64,359
+34,359
+115% +$61.8K ﹤0.01% 453
2024
Q1 		$63.9K Buy
+30,000
New +$67.8K ﹤0.01% 456

Other funds holding MDAI

HP
Highlander Partners Dallas, Texas $256M AUM 53.42% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $25B AUM 18.87% 1-Year Est. Return
UOTTAIMCU
University of Texas/Texas AM Investment Management Co (UTIMCO) Austin, Texas $687M AUM 21.33% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
SC
Shay Capital New York $1.2B AUM 37.47% 1-Year Est. Return

Avantax Planning Partners's MDAI Position: Q2 2025 in Review

Avantax Planning Partners sold out of Spectral AI (MDAI) in Q2 2025, closing a stake of 231,336 shares — an estimated $266K sold.

Avantax Planning Partners first reported a position in MDAI in Q1 2024 and held it in 5 quarters. The position peaked at $655K in Q4 2024. 27 funds tracked by Wall St. Rank hold MDAI as of Q2 2025.

  • Avantax Planning Partners reported no remaining Spectral AI position as of Q2 2025 after selling out during the quarter.
  • Avantax Planning Partners sold 231,336 Spectral AI shares in Q2 2025, an estimated $266K.
  • Avantax Planning Partners first reported a position in Spectral AI in Q1 2024 and held it in 5 quarters.
  • Avantax Planning Partners's Spectral AI position peaked at $655K in Q4 2024.
  • 27 funds tracked by Wall St. Rank held Spectral AI as of Q2 2025.

Based on Avantax Planning Partners's 13F filing for Q2 2025, filed 11 Aug 2025.