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Medallion Wealth Advisors’s AdvanSix ASIX Stock Holding History

Medallion Wealth Advisors’s Portfolio ASIX Stock Details ASIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$146 Hold
6
– – ﹤0.01% 1103
2025
Q4 		$104 Hold
6
– – ﹤0.01% 1102
2025
Q3 		$116 Hold
6
– – ﹤0.01% 1089
2025
Q2 		$149 Hold
6
– – ﹤0.01% 1072
2025
Q1 		$135 Hold
6
– – ﹤0.01% 1050
2024
Q4 		$171 Buy
+6
New +$181 ﹤0.01% 989

Other funds holding ASIX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AF
Aegis Financial Mc Lean, Virginia $580M AUM 105.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return

Medallion Wealth Advisors's ASIX Position: Q1 2026 in Review

Medallion Wealth Advisors held its AdvanSix (ASIX) position steady in Q1 2026 at 6 shares worth $146. The position accounts for ﹤0.01% of the portfolio, ranked #1103.

Medallion Wealth Advisors first reported a position in ASIX in Q4 2024 and has held it in 6 quarters since. The position peaked at $171 in Q4 2024. 265 funds tracked by Wall St. Rank hold ASIX as of Q1 2026.

  • Medallion Wealth Advisors held 6 shares of AdvanSix worth $146 as of Q1 2026.
  • Medallion Wealth Advisors left its AdvanSix share count unchanged in Q1 2026.
  • AdvanSix made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #1103 holding.
  • Medallion Wealth Advisors first reported a position in AdvanSix in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's AdvanSix position peaked at $171 in Q4 2024.
  • 265 funds tracked by Wall St. Rank held AdvanSix as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.