Osaic Holdings
MEDI icon

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
Q2 		$744K Buy
21,978
+1,153
+6% +$35.3K ﹤0.01% 3293
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

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PFPG
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.7B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
PTC
Private Trust Company Cleveland, Ohio $1.25B AUM 29.12% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Osaic Holdings's MEDI Position: Q2 2026 in Review

Osaic Holdings increased its Harbor Health Care ETF (MEDI) stake by 5.5% in Q2 2026, buying an estimated $35.3K and bringing the position to 21,978 shares worth $744K. The position accounts for ﹤0.01% of the portfolio, ranked #3293.

Osaic Holdings first reported a position in MEDI in Q4 2024 and has held it in 7 quarters since. 11 funds tracked by Wall St. Rank hold MEDI as of Q2 2026.

  • Osaic Holdings held 21,978 shares of Harbor Health Care ETF worth $744K as of Q2 2026.
  • Osaic Holdings bought 1,153 Harbor Health Care ETF shares in Q2 2026, an estimated $35.3K.
  • Harbor Health Care ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #3293 holding.
  • Osaic Holdings first reported a position in Harbor Health Care ETF in Q4 2024 and has held it in 7 quarters since.
  • 11 funds tracked by Wall St. Rank held Harbor Health Care ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.