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Medallion Wealth Advisors’s SPX Corp SPXC Stock Holding History

Medallion Wealth Advisors’s Portfolio SPXC Stock Details SPXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.6K Sell
18
-3
-14% -$645 ﹤0.01% 928
2025
Q4 		$4.2K Sell
21
-70
-77% -$14.3K ﹤0.01% 890
2025
Q3 		$17K Hold
91
– – 0.01% 660
2025
Q2 		$15.3K Hold
91
– – 0.01% 668
2025
Q1 		$11.7K Hold
91
– – 0.01% 663
2024
Q4 		$11.7K Buy
+91
New +$14.7K 0.01% 645

Other funds holding SPXC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Medallion Wealth Advisors reduced its SPX Corp (SPXC) stake by 14% in Q1 2026, selling an estimated $645 and leaving 18 shares worth $3.6K. The position accounts for ﹤0.01% of the portfolio, ranked #928.

Medallion Wealth Advisors first reported a position in SPXC in Q4 2024 and has held it in 6 quarters since. The position peaked at $17K in Q3 2025. 481 funds tracked by Wall St. Rank hold SPXC as of Q1 2026.

  • Medallion Wealth Advisors held 18 shares of SPX Corp worth $3.6K as of Q1 2026.
  • Medallion Wealth Advisors sold 3 SPX Corp shares in Q1 2026, an estimated $645.
  • SPX Corp made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #928 holding.
  • Medallion Wealth Advisors first reported a position in SPX Corp in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's SPX Corp position peaked at $17K in Q3 2025.
  • 481 funds tracked by Wall St. Rank held SPX Corp as of Q1 2026.

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