MCM
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MAI Capital Management’s Simplify Health Care ETF PINK Stock Holding History

MAI Capital Management’s Portfolio PINK Stock Details PINK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$218K Hold
5,575
– – ﹤0.01% 1773
2026
Q1 		$188K Sell
5,575
-1,625
-23% -$58K ﹤0.01% 1499
2025
Q4 		$264K Buy
7,200
+3,075
+75% +$108K ﹤0.01% 1196
2025
Q3 		$131K Buy
+4,125
New +$125K ﹤0.01% 1436

Other funds holding PINK

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
FCM
Fourpath Capital Management Oklahoma City, Oklahoma $760M AUM 29.29% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

MAI Capital Management's PINK Position: Q2 2026 in Review

MAI Capital Management held its Simplify Health Care ETF (PINK) position steady in Q2 2026 at 5,575 shares worth $218K. The position accounts for ﹤0.01% of the portfolio, ranked #1773.

MAI Capital Management first reported a position in PINK in Q3 2025 and has held it in 4 quarters since. The position peaked at $264K in Q4 2025. 76 funds tracked by Wall St. Rank hold PINK as of Q2 2026.

  • MAI Capital Management held 5,575 shares of Simplify Health Care ETF worth $218K as of Q2 2026.
  • MAI Capital Management left its Simplify Health Care ETF share count unchanged in Q2 2026.
  • Simplify Health Care ETF made up ﹤0.01% of MAI Capital Management's portfolio in Q2 2026, its #1773 holding.
  • MAI Capital Management first reported a position in Simplify Health Care ETF in Q3 2025 and has held it in 4 quarters since.
  • MAI Capital Management's Simplify Health Care ETF position peaked at $264K in Q4 2025.
  • 76 funds tracked by Wall St. Rank held Simplify Health Care ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.