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 Q2	$7.1M	Buy	209,783 +3,746	+2%	+$115K	0.01%	1156
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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PFPG

Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.7B AUM

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

PTC

Private Trust Company Cleveland, Ohio $1.25B AUM 29.12% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Commonwealth Equity Services's MEDI Position: Q2 2026 in Review

Commonwealth Equity Services increased its Harbor Health Care ETF (MEDI) stake by 1.8% in Q2 2026, buying an estimated $115K and bringing the position to 209,783 shares worth $7.1M. The position accounts for 0.01% of the portfolio, ranked #1156.

Commonwealth Equity Services first reported a position in MEDI in Q2 2024 and has held it in 9 quarters since. 11 funds tracked by Wall St. Rank hold MEDI as of Q2 2026.

Commonwealth Equity Services held 209,783 shares of Harbor Health Care ETF worth $7.1M as of Q2 2026.
Commonwealth Equity Services bought 3,746 Harbor Health Care ETF shares in Q2 2026, an estimated $115K.
Harbor Health Care ETF made up 0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1156 holding.
Commonwealth Equity Services first reported a position in Harbor Health Care ETF in Q2 2024 and has held it in 9 quarters since.
11 funds tracked by Wall St. Rank held Harbor Health Care ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.