Osaic Holdings’s Horizon Kinetics Medical ETF MEDX Stock Holding History

Osaic Holdings’s Portfolio MEDX Stock Details MEDX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$79.8K	Buy	2,395 +300	+14%	+$10.1K	﹤0.01%	4849
2025 Q4	$69.6K	Buy	+2,095	New	+$68K	﹤0.01%	5006
2024 Q2	–	Sell	-2,186	Closed	-$65K	–	7532
2024 Q1	$65K	Sell	2,186 -476	-18%	-$13.9K	﹤0.01%	4548
2023 Q4	$74.3K	Buy	2,662 +91	+4%	+$2.61K	﹤0.01%	4626
2023 Q3	$75.2K	Hold	2,571	–	–	﹤0.01%	4718
2023 Q2	$78.5K	Sell	2,571 -261	-9%	-$8.05K	﹤0.01%	4627
2023 Q1	$84.7K	Buy	+2,832	New	+$84.7K	﹤0.01%	4571

Other funds holding MEDX

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

HKAM

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

HWM

HighMark Wealth Management St. Paul, Minnesota $246M AUM 35.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings's MEDX Position: Q1 2026 in Review

Osaic Holdings increased its Horizon Kinetics Medical ETF (MEDX) stake by 14% in Q1 2026, buying an estimated $10.1K and bringing the position to 2,395 shares worth $79.8K. The position accounts for ﹤0.01% of the portfolio, ranked #4849.

Osaic Holdings first reported a position in MEDX in Q1 2023 and has held it in 7 quarters since. The position peaked at $84.7K in Q1 2023. 6 funds tracked by Wall St. Rank hold MEDX as of Q1 2026.

Osaic Holdings held 2,395 shares of Horizon Kinetics Medical ETF worth $79.8K as of Q1 2026.
Osaic Holdings bought 300 Horizon Kinetics Medical ETF shares in Q1 2026, an estimated $10.1K.
Horizon Kinetics Medical ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #4849 holding.
Osaic Holdings first reported a position in Horizon Kinetics Medical ETF in Q1 2023 and has held it in 7 quarters since.
Osaic Holdings's Horizon Kinetics Medical ETF position peaked at $84.7K in Q1 2023.
6 funds tracked by Wall St. Rank held Horizon Kinetics Medical ETF as of Q1 2026.

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