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Philip James Wealth Mangement’s Spectral AI MDAI Stock Holding History

Philip James Wealth Mangement’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
Q2 		$20.8K Hold
12,000
– – ﹤0.01% 151
2026
Q1 		$17.6K Hold
12,000
– – ﹤0.01% 157
2025
Q4 		$17K Hold
12,000
– – ﹤0.01% 170
2025
Q3 		$27.4K Buy
+12,000
New +$27.8K ﹤0.01% 177

Other funds holding MDAI

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
HP
Highlander Partners Dallas, Texas $298M AUM 53.88% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Philip James Wealth Mangement's MDAI Position: Q2 2026 in Review

Philip James Wealth Mangement held its Spectral AI (MDAI) position steady in Q2 2026 at 12,000 shares worth $20.8K. The position accounts for ﹤0.01% of the portfolio, ranked #151.

Philip James Wealth Mangement first reported a position in MDAI in Q3 2025 and has held it in 4 quarters since. The position peaked at $27.4K in Q3 2025. 34 funds tracked by Wall St. Rank hold MDAI as of Q2 2026.

  • Philip James Wealth Mangement held 12,000 shares of Spectral AI worth $20.8K as of Q2 2026.
  • Philip James Wealth Mangement left its Spectral AI share count unchanged in Q2 2026.
  • Spectral AI made up ﹤0.01% of Philip James Wealth Mangement's portfolio in Q2 2026, its #151 holding.
  • Philip James Wealth Mangement first reported a position in Spectral AI in Q3 2025 and has held it in 4 quarters since.
  • Philip James Wealth Mangement's Spectral AI position peaked at $27.4K in Q3 2025.
  • 34 funds tracked by Wall St. Rank held Spectral AI as of Q2 2026.

Based on Philip James Wealth Mangement's 13F filing for Q2 2026, filed 27 Jul 2026.