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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
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

HP
Highlander Partners Dallas, Texas $256M AUM 53.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UOTTAIMCU
University of Texas/Texas AM Investment Management Co (UTIMCO) Austin, Texas $687M AUM 21.33% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $25B AUM 18.87% 1-Year Est. Return

Philip James Wealth Mangement's MDAI Position: Q1 2026 in Review

Philip James Wealth Mangement held its Spectral AI (MDAI) position steady in Q1 2026 at 12,000 shares worth $17.6K. The position accounts for ﹤0.01% of the portfolio, ranked #157.

Philip James Wealth Mangement first reported a position in MDAI in Q3 2025 and has held it in 3 quarters since. The position peaked at $27.4K in Q3 2025. 24 funds tracked by Wall St. Rank hold MDAI as of Q1 2026.

  • Philip James Wealth Mangement held 12,000 shares of Spectral AI worth $17.6K as of Q1 2026.
  • Philip James Wealth Mangement left its Spectral AI share count unchanged in Q1 2026.
  • Spectral AI made up ﹤0.01% of Philip James Wealth Mangement's portfolio in Q1 2026, its #157 holding.
  • Philip James Wealth Mangement first reported a position in Spectral AI in Q3 2025 and has held it in 3 quarters since.
  • Philip James Wealth Mangement's Spectral AI position peaked at $27.4K in Q3 2025.
  • 24 funds tracked by Wall St. Rank held Spectral AI as of Q1 2026.

Based on Philip James Wealth Mangement's 13F filing for Q1 2026, filed 28 Apr 2026.