LPL Financial
MEDI icon

LPL Financial’s Harbor Health Care ETF MEDI Stock Holding History

LPL Financial’s Portfolio MEDI Stock Details MEDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$8.18M Buy
249,778
+13,849
+6% +$467K ﹤0.01% 2387
2026
Q2 		$7.98M Buy
+235,929
New +$7.22M ﹤0.01% 2354

Other funds holding MEDI

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Private Trust Company
Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return
LA
Latitude Advisors Vero Beach, Florida $323M AUM 17.08% 1-Year Est. Return

LPL Financial's MEDI Position: Q3 2026 in Review

LPL Financial increased its Harbor Health Care ETF (MEDI) stake by 5.9% in Q3 2026, buying an estimated $467K and bringing the position to 249,778 shares worth $8.18M. The position accounts for ﹤0.01% of the portfolio, ranked #2387.

LPL Financial first reported a position in MEDI in Q2 2026 and has held it in 2 quarters since. 5 funds tracked by Wall St. Rank hold MEDI as of Q3 2026.

  • LPL Financial held 249,778 shares of Harbor Health Care ETF worth $8.18M as of Q3 2026.
  • LPL Financial bought 13,849 Harbor Health Care ETF shares in Q3 2026, an estimated $467K.
  • Harbor Health Care ETF made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #2387 holding.
  • LPL Financial first reported a position in Harbor Health Care ETF in Q2 2026 and has held it in 2 quarters since.
  • 5 funds tracked by Wall St. Rank held Harbor Health Care ETF as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.