Osaic Holdings
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Osaic Holdings’s Harbor Health Care ETF MEDI Stock Holding History

Osaic Holdings’s Portfolio MEDI Stock Details MEDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$610K Buy
20,825
+1,322
+7% +$40.9K ﹤0.01% 3160
2025
Q4 		$613K Sell
19,503
-896
-4% -$27.6K ﹤0.01% 3154
2025
Q3 		$583K Buy
20,399
+1,243
+6% +$34.1K ﹤0.01% 3313
2025
Q2 		$510K Sell
19,156
-1,860
-9% -$46.8K ﹤0.01% 3117
2025
Q1 		$533K Buy
21,016
+17,319
+468% +$453K ﹤0.01% 2804
2024
Q4 		$91.7K Buy
+3,697
New +$97.8K ﹤0.01% 4234

Other funds holding MEDI

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PFPG
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $13.1B AUM
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Osaic Holdings's MEDI Position: Q1 2026 in Review

Osaic Holdings increased its Harbor Health Care ETF (MEDI) stake by 6.8% in Q1 2026, buying an estimated $40.9K and bringing the position to 20,825 shares worth $610K. The position accounts for ﹤0.01% of the portfolio, ranked #3160.

Osaic Holdings first reported a position in MEDI in Q4 2024 and has held it in 6 quarters since. The position peaked at $613K in Q4 2025. 9 funds tracked by Wall St. Rank hold MEDI as of Q1 2026.

  • Osaic Holdings held 20,825 shares of Harbor Health Care ETF worth $610K as of Q1 2026.
  • Osaic Holdings bought 1,322 Harbor Health Care ETF shares in Q1 2026, an estimated $40.9K.
  • Harbor Health Care ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #3160 holding.
  • Osaic Holdings first reported a position in Harbor Health Care ETF in Q4 2024 and has held it in 6 quarters since.
  • Osaic Holdings's Harbor Health Care ETF position peaked at $613K in Q4 2025.
  • 9 funds tracked by Wall St. Rank held Harbor Health Care ETF as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.