JFS Wealth Advisors’s Charming Medical Ltd MCTA Stock Holding History

JFS Wealth Advisors’s Portfolio MCTA Stock Details MCTA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$0	Hold	5,850	–	–	﹤0.01%	2306
2026 Q1	$0	Hold	5,850	–	–	﹤0.01%	1963
2025 Q4	$0	Buy	+5,850	New	+$106K	﹤0.01%	1988

Other funds holding MCTA

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JFS Wealth Advisors's MCTA Position: Q2 2026 in Review

JFS Wealth Advisors held its Charming Medical Ltd (MCTA) position steady in Q2 2026 at 5,850 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2306.

JFS Wealth Advisors first reported a position in MCTA in Q4 2025 and has held it in 3 quarters since. 3 funds tracked by Wall St. Rank hold MCTA as of Q2 2026.

JFS Wealth Advisors held 5,850 shares of Charming Medical Ltd worth $0 as of Q2 2026.
JFS Wealth Advisors left its Charming Medical Ltd share count unchanged in Q2 2026.
Charming Medical Ltd made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #2306 holding.
JFS Wealth Advisors first reported a position in Charming Medical Ltd in Q4 2025 and has held it in 3 quarters since.
3 funds tracked by Wall St. Rank held Charming Medical Ltd as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.