Osaic Holdings
MEDX icon

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
Q2 		$87.9K Hold
2,395
– – ﹤0.01% 5059
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
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $6.54B AUM
HWM
HighMark Wealth Management St. Paul, Minnesota $299M AUM 53.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Osaic Holdings's MEDX Position: Q2 2026 in Review

Osaic Holdings held its Horizon Kinetics Medical ETF (MEDX) position steady in Q2 2026 at 2,395 shares worth $87.9K. The position accounts for ﹤0.01% of the portfolio, ranked #5059.

Osaic Holdings first reported a position in MEDX in Q1 2023 and has held it in 8 quarters since. 8 funds tracked by Wall St. Rank hold MEDX as of Q2 2026.

  • Osaic Holdings held 2,395 shares of Horizon Kinetics Medical ETF worth $87.9K as of Q2 2026.
  • Osaic Holdings left its Horizon Kinetics Medical ETF share count unchanged in Q2 2026.
  • Horizon Kinetics Medical ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #5059 holding.
  • Osaic Holdings first reported a position in Horizon Kinetics Medical ETF in Q1 2023 and has held it in 8 quarters since.
  • 8 funds tracked by Wall St. Rank held Horizon Kinetics Medical ETF as of Q2 2026.

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