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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
Q2 		$519 Buy
+300
New +$591 ﹤0.01% 817
2026
Q1 		– Sell
-300
Closed -$426 – 555
2025
Q4 		$426 Buy
+300
New +$557 ﹤0.01% 779

Other funds holding MDAI

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
HP
Highlander Partners Dallas, Texas $298M AUM 53.88% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Concord Wealth Partners's MDAI Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Spectral AI (MDAI) in Q2 2026: 300 shares worth $519. The stake represents ﹤0.01% of the portfolio and ranks #817 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in MDAI as recently as Q4 2025.

Concord Wealth Partners first reported a position in MDAI in Q4 2025 and has held it in 2 quarters since. 34 funds tracked by Wall St. Rank hold MDAI as of Q2 2026.

  • Concord Wealth Partners held 300 shares of Spectral AI worth $519 as of Q2 2026.
  • Spectral AI was a new Concord Wealth Partners position in Q2 2026.
  • Spectral AI made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #817 holding.
  • Concord Wealth Partners first reported a position in Spectral AI in Q4 2025 and has held it in 2 quarters since.
  • 34 funds tracked by Wall St. Rank held Spectral AI as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.