Blue Trust Inc’s Pediatrix Medical MD Stock Holding History

Blue Trust Inc’s Portfolio MD Stock Details MD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$35.8K	Sell	1,672 -48	-3%	-$999	﹤0.01%	1456
2025 Q4	$36.8K	Buy	+1,720	New	+$35.2K	﹤0.01%	1464
2025 Q2	–	Sell	-368	Closed	-$5.33K	–	2553
2025 Q1	$5.33K	Hold	368	–	–	﹤0.01%	2096
2024 Q4	$4.83K	Buy	368 +192	+109%	+$2.65K	﹤0.01%	2092
2024 Q3	$1.33K	Sell	176 -84	-32%	-$792	﹤0.01%	2663
2024 Q2	$2.61K	Buy	260 +159	+157%	+$1.31K	﹤0.01%	2379
2024 Q1	$1.01K	Sell	101 -108	-52%	-$1K	﹤0.01%	1946
2023 Q4	$2K	Buy	209 +108	+107%	+$1.12K	﹤0.01%	2171
2023 Q3	$1K	Sell	101 -10	-9%	-$137	﹤0.01%	1934
2023 Q2	$2K	Sell	111 -1,827	-94%	-$25.7K	﹤0.01%	1730
2023 Q1	$29K	Buy	1,938 +942	+95%	+$14.3K	﹤0.01%	1242
2022 Q4	$17K	Buy	996 +123	+14%	+$2.01K	﹤0.01%	1349
2022 Q3	$18K	Buy	873 +598	+217%	+$12K	﹤0.01%	1134
2022 Q2	$6K	Buy	+275	New	+$5.61K	﹤0.01%	1388

Other funds holding MD

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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