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Medallion Wealth Advisors’s Core Laboratories CLB Stock Holding History

Medallion Wealth Advisors’s Portfolio CLB Stock Details CLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$504 Hold
30
– – ﹤0.01% 1079
2025
Q4 		$481 Hold
30
– – ﹤0.01% 1081
2025
Q3 		$371 Hold
30
– – ﹤0.01% 1069
2025
Q2 		$346 Hold
30
– – ﹤0.01% 1057
2025
Q1 		$450 Hold
30
– – ﹤0.01% 1027
2024
Q4 		$450 Buy
+30
New +$579 ﹤0.01% 972

Other funds holding CLB

AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Medallion Wealth Advisors held its Core Laboratories (CLB) position steady in Q1 2026 at 30 shares worth $504. The position accounts for ﹤0.01% of the portfolio, ranked #1079.

Medallion Wealth Advisors first reported a position in CLB in Q4 2024 and has held it in 6 quarters since. 190 funds tracked by Wall St. Rank hold CLB as of Q1 2026.

  • Medallion Wealth Advisors held 30 shares of Core Laboratories worth $504 as of Q1 2026.
  • Medallion Wealth Advisors left its Core Laboratories share count unchanged in Q1 2026.
  • Core Laboratories made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #1079 holding.
  • Medallion Wealth Advisors first reported a position in Core Laboratories in Q4 2024 and has held it in 6 quarters since.
  • 190 funds tracked by Wall St. Rank held Core Laboratories as of Q1 2026.

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