Commonwealth Equity Services’s Harbor Health Care ETF MEDI Stock Holding History

Commonwealth Equity Services’s Portfolio MEDI Stock Details MEDI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.04M	Sell	206,037 -7,056	-3%	-$218K	0.01%	1210
2025 Q4	$6.7M	Buy	213,093 +5,160	+2%	+$159K	0.01%	1124
2025 Q3	$5.94M	Buy	207,933 +7,099	+4%	+$195K	0.01%	1220
2025 Q2	$5.35M	Sell	200,834 -15,947	-7%	-$401K	0.01%	1288
2025 Q1	$5.5M	Buy	216,781 +1,407	+0.7%	+$36.8K	0.01%	1222
2024 Q4	$5.34M	Buy	215,374 +14,591	+7%	+$386K	0.01%	1196
2024 Q3	$5.62M	Buy	200,783 +8,692	+5%	+$235K	0.01%	1143
2024 Q2	$4.9M	Buy	+192,091	New	+$4.9M	0.01%	1214

Other funds holding MEDI

PFPG

Pinnacle Financial Partners (Georgia) Atlanta, Georgia $13.1B AUM

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Commonwealth Equity Services's MEDI Position: Q1 2026 in Review

Commonwealth Equity Services reduced its Harbor Health Care ETF (MEDI) stake by 3.3% in Q1 2026, selling an estimated $218K and leaving 206,037 shares worth $6.04M. The position accounts for 0.01% of the portfolio, ranked #1210.

Commonwealth Equity Services first reported a position in MEDI in Q2 2024 and has held it in 8 quarters since. The position peaked at $6.7M in Q4 2025. 9 funds tracked by Wall St. Rank hold MEDI as of Q1 2026.

Commonwealth Equity Services held 206,037 shares of Harbor Health Care ETF worth $6.04M as of Q1 2026.
Commonwealth Equity Services sold 7,056 Harbor Health Care ETF shares in Q1 2026, an estimated $218K.
Harbor Health Care ETF made up 0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #1210 holding.
Commonwealth Equity Services first reported a position in Harbor Health Care ETF in Q2 2024 and has held it in 8 quarters since.
Commonwealth Equity Services's Harbor Health Care ETF position peaked at $6.7M in Q4 2025.
9 funds tracked by Wall St. Rank held Harbor Health Care ETF as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.