MWA
O icon

Medallion Wealth Advisors’s Realty Income O Stock Holding History

Medallion Wealth Advisors’s Portfolio O Stock Details O Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$116K Sell
1,873
-382
-17% -$23.8K 0.04% 330
2026
Q1 		$138K Buy
2,255
+55
+3% +$3.44K 0.05% 303
2025
Q4 		$124K Buy
2,200
+17
+0.8% +$984 0.04% 321
2025
Q3 		$133K Buy
2,183
+98
+5% +$5.71K 0.05% 300
2025
Q2 		$120K Buy
2,085
+16
+0.8% +$905 0.05% 318
2025
Q1 		$119K Buy
2,069
+90
+5% +$4.98K 0.05% 275
2024
Q4 		$108K Buy
+1,979
New +$115K 0.05% 279

Other funds holding O

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Medallion Wealth Advisors's O Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its Realty Income (O) stake by 17% in Q2 2026, selling an estimated $23.8K and leaving 1,873 shares worth $116K. The position accounts for 0.04% of the portfolio, ranked #330.

Medallion Wealth Advisors first reported a position in O in Q4 2024 and has held it in 7 quarters since. The position peaked at $138K in Q1 2026. 1,461 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Medallion Wealth Advisors held 1,873 shares of Realty Income worth $116K as of Q2 2026.
  • Medallion Wealth Advisors sold 382 Realty Income shares in Q2 2026, an estimated $23.8K.
  • Realty Income made up 0.04% of Medallion Wealth Advisors's portfolio in Q2 2026, its #330 holding.
  • Medallion Wealth Advisors first reported a position in Realty Income in Q4 2024 and has held it in 7 quarters since.
  • Medallion Wealth Advisors's Realty Income position peaked at $138K in Q1 2026.
  • 1,461 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.