Medallion Wealth Advisors’s National Grid NGG Stock Holding History

Medallion Wealth Advisors’s Portfolio NGG Stock Details NGG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$59.6K	Hold	704	–	–	0.02%	447
2025 Q4	$54.5K	Sell	704 -10	-1%	-$752	0.02%	461
2025 Q3	$51.2K	Hold	714	–	–	0.02%	465
2025 Q2	$52.4K	Sell	714 -21	-3%	-$1.44K	0.02%	458
2025 Q1	$46.3K	Hold	735	–	–	0.02%	442
2024 Q4	$41.8K	Buy	+735	New	+$44.2K	0.02%	443

Other funds holding NGG

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Medallion Wealth Advisors held its National Grid (NGG) position steady in Q1 2026 at 704 shares worth $59.6K. The position accounts for 0.02% of the portfolio, ranked #447.

Medallion Wealth Advisors first reported a position in NGG in Q4 2024 and has held it in 6 quarters since. 585 funds tracked by Wall St. Rank hold NGG as of Q1 2026.

Medallion Wealth Advisors held 704 shares of National Grid worth $59.6K as of Q1 2026.
Medallion Wealth Advisors left its National Grid share count unchanged in Q1 2026.
National Grid made up 0.02% of Medallion Wealth Advisors's portfolio in Q1 2026, its #447 holding.
Medallion Wealth Advisors first reported a position in National Grid in Q4 2024 and has held it in 6 quarters since.
585 funds tracked by Wall St. Rank held National Grid as of Q1 2026.

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