HighMark Wealth Management’s Horizon Kinetics Medical ETF MEDX Stock Holding History

HighMark Wealth Management’s Portfolio MEDX Stock Details MEDX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.56K	Hold	167	–	–	﹤0.01%	364
2025 Q4	$5.54K	Buy	167 +2	+1%	+$65	﹤0.01%	392
2025 Q3	$4.93K	Hold	165	–	–	﹤0.01%	399
2025 Q2	$4.4K	Hold	165	–	–	﹤0.01%	410
2025 Q1	$4.57K	Hold	165	–	–	﹤0.01%	381
2024 Q4	$4.31K	Buy	165 +3	+2%	+$86	﹤0.01%	393
2024 Q3	$4.95K	Hold	162	–	–	﹤0.01%	404
2024 Q2	$4.83K	Hold	162	–	–	﹤0.01%	393
2024 Q1	$4.82K	Buy	162 +9	+6%	+$263	﹤0.01%	380
2023 Q4	$4.27K	Hold	153	–	–	﹤0.01%	395
2023 Q3	$4.47K	Hold	153	–	–	﹤0.01%	366
2023 Q2	$4.67K	Hold	153	–	–	﹤0.01%	370
2023 Q1	$4.58K	Buy	+153	New	+$4.58K	﹤0.01%	414

Other funds holding MEDX

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

HKAM

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HighMark Wealth Management's MEDX Position: Q1 2026 in Review

HighMark Wealth Management held its Horizon Kinetics Medical ETF (MEDX) position steady in Q1 2026 at 167 shares worth $5.56K. The position accounts for ﹤0.01% of the portfolio, ranked #364.

HighMark Wealth Management first reported a position in MEDX in Q1 2023 and has held it in 13 quarters since. 6 funds tracked by Wall St. Rank hold MEDX as of Q1 2026.

HighMark Wealth Management held 167 shares of Horizon Kinetics Medical ETF worth $5.56K as of Q1 2026.
HighMark Wealth Management left its Horizon Kinetics Medical ETF share count unchanged in Q1 2026.
Horizon Kinetics Medical ETF made up ﹤0.01% of HighMark Wealth Management's portfolio in Q1 2026, its #364 holding.
HighMark Wealth Management first reported a position in Horizon Kinetics Medical ETF in Q1 2023 and has held it in 13 quarters since.
6 funds tracked by Wall St. Rank held Horizon Kinetics Medical ETF as of Q1 2026.

Based on HighMark Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.