Concord Wealth Partners’s Spectral AI MDAI Stock Holding History

Concord Wealth 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
2026 Q1	–	Sell	-300	Closed	-$426	–	555
2025 Q4	$426	Buy	+300	New	+$557	﹤0.01%	779

Other funds holding MDAI

Highlander Partners Dallas, Texas $256M AUM 53.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Jane Street New York $777B AUM 61.18% 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

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $25B AUM 18.87% 1-Year Est. Return

Concord Wealth Partners's MDAI Position: Q1 2026 in Review

Concord Wealth Partners sold out of Spectral AI (MDAI) in Q1 2026, closing a stake of 300 shares — an estimated $426 sold.

Concord Wealth Partners first reported a position in MDAI in Q4 2025 and held it in 1 quarter. The position peaked at $426 in Q4 2025. 24 funds tracked by Wall St. Rank hold MDAI as of Q1 2026.

Concord Wealth Partners reported no remaining Spectral AI position as of Q1 2026 after selling out during the quarter.
Concord Wealth Partners sold 300 Spectral AI shares in Q1 2026, an estimated $426.
Concord Wealth Partners first reported a position in Spectral AI in Q4 2025 and held it in 1 quarter.
Concord Wealth Partners's Spectral AI position peaked at $426 in Q4 2025.
24 funds tracked by Wall St. Rank held Spectral AI as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.