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Medallion Wealth Advisors’s Phillips Edison & Co PECO Stock Holding History

Medallion Wealth Advisors’s Portfolio PECO Stock Details PECO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$93.1K Sell
2,237
-4,031
-64% -$161K 0.03% 361
2026
Q1 		$235K Sell
6,268
-1,109
-15% -$41.2K 0.08% 230
2025
Q4 		$262K Hold
7,377
– – 0.09% 208
2025
Q3 		$253K Hold
7,377
– – 0.09% 203
2025
Q2 		$259K Hold
7,377
– – 0.1% 193
2025
Q1 		$270K Buy
7,377
+1,487
+25% +$53.7K 0.12% 166
2024
Q4 		$216K Buy
+5,890
New +$224K 0.11% 182

Other funds holding PECO

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Medallion Wealth Advisors reduced its Phillips Edison & Co (PECO) stake by 64% in Q2 2026, selling an estimated $161K and leaving 2,237 shares worth $93.1K. The position accounts for 0.03% of the portfolio, ranked #361.

Medallion Wealth Advisors first reported a position in PECO in Q4 2024 and has held it in 7 quarters since. The position peaked at $270K in Q1 2025. 446 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • Medallion Wealth Advisors held 2,237 shares of Phillips Edison & Co worth $93.1K as of Q2 2026.
  • Medallion Wealth Advisors sold 4,031 Phillips Edison & Co shares in Q2 2026, an estimated $161K.
  • Phillips Edison & Co made up 0.03% of Medallion Wealth Advisors's portfolio in Q2 2026, its #361 holding.
  • Medallion Wealth Advisors first reported a position in Phillips Edison & Co in Q4 2024 and has held it in 7 quarters since.
  • Medallion Wealth Advisors's Phillips Edison & Co position peaked at $270K in Q1 2025.
  • 446 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

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