N.E.W. Advisory Services’s Spectral AI MDAI Stock Holding History

N.E.W. Advisory Services’s Portfolio MDAI Stock Details MDAI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$20.6K	Hold	14,000	–	–	﹤0.01%	502
2025 Q4	$19.9K	Buy	+14,000	New	+$26K	﹤0.01%	506
2025 Q2	–	Sell	-11,200	Closed	-$12.9K	–	891
2025 Q1	$12.9K	Buy	+11,200	New	+$20.7K	﹤0.01%	564

Other funds holding MDAI

Highlander Partners Dallas, Texas $256M AUM 53.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UOTTAIMCU

University of Texas/Texas AM Investment Management Co (UTIMCO) Austin, Texas $687M AUM 21.33% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $25B AUM 18.87% 1-Year Est. Return

N.E.W. Advisory Services's MDAI Position: Q1 2026 in Review

N.E.W. Advisory Services held its Spectral AI (MDAI) position steady in Q1 2026 at 14,000 shares worth $20.6K. The position accounts for ﹤0.01% of the portfolio, ranked #502.

N.E.W. Advisory Services first reported a position in MDAI in Q1 2025 and has held it in 3 quarters since. 24 funds tracked by Wall St. Rank hold MDAI as of Q1 2026.

N.E.W. Advisory Services held 14,000 shares of Spectral AI worth $20.6K as of Q1 2026.
N.E.W. Advisory Services left its Spectral AI share count unchanged in Q1 2026.
Spectral AI made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q1 2026, its #502 holding.
N.E.W. Advisory Services first reported a position in Spectral AI in Q1 2025 and has held it in 3 quarters since.
24 funds tracked by Wall St. Rank held Spectral AI as of Q1 2026.

Based on N.E.W. Advisory Services's 13F filing for Q1 2026, filed 5 May 2026.