HighTower Advisors’s Medalist Diversified Inc MDRR Stock Holding History

HighTower Advisors’s Portfolio MDRR Stock Details MDRR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$464K	Buy	41,062 +6	+0%	+$71	﹤0.01%	2790
2025 Q4	$505K	Sell	41,056 -59,995	-59%	-$790K	﹤0.01%	2608
2025 Q3	$1.37M	Buy	101,051 +6	+0%	+$72	﹤0.01%	1879
2025 Q2	$1.05M	Buy	+101,045	New	+$1.19M	﹤0.01%	1976

Other funds holding MDRR

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

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

Nisa Investment Advisors St. Louis, Missouri $27B AUM 24.49% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

HighTower Advisors's MDRR Position: Q1 2026 in Review

HighTower Advisors increased its Medalist Diversified Inc (MDRR) stake by 0.01% in Q1 2026, buying an estimated $71 and bringing the position to 41,062 shares worth $464K. The position accounts for ﹤0.01% of the portfolio, ranked #2790.

HighTower Advisors first reported a position in MDRR in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.37M in Q3 2025. 8 funds tracked by Wall St. Rank hold MDRR as of Q1 2026.

HighTower Advisors held 41,062 shares of Medalist Diversified Inc worth $464K as of Q1 2026.
HighTower Advisors bought 6 Medalist Diversified Inc shares in Q1 2026, an estimated $71.
Medalist Diversified Inc made up ﹤0.01% of HighTower Advisors's portfolio in Q1 2026, its #2790 holding.
HighTower Advisors first reported a position in Medalist Diversified Inc in Q2 2025 and has held it in 4 quarters since.
HighTower Advisors's Medalist Diversified Inc position peaked at $1.37M in Q3 2025.
8 funds tracked by Wall St. Rank held Medalist Diversified Inc as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.