Private Trust Company’s Harbor Health Care ETF MEDI Stock Holding History

Private Trust Company’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	$12.5K	Buy	+370	New	+$11.3K	﹤0.01%	1984

Other funds holding MEDI

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Private Trust Company's MEDI Position: Q2 2026 in Review

Private Trust Company opened a new position in Harbor Health Care ETF (MEDI) in Q2 2026: 370 shares worth $12.5K. The stake represents ﹤0.01% of the portfolio and ranks #1984 among its holdings.

11 funds tracked by Wall St. Rank hold MEDI as of Q2 2026.

Private Trust Company held 370 shares of Harbor Health Care ETF worth $12.5K as of Q2 2026.
Harbor Health Care ETF was a new Private Trust Company position in Q2 2026.
Harbor Health Care ETF made up ﹤0.01% of Private Trust Company's portfolio in Q2 2026, its #1984 holding.
11 funds tracked by Wall St. Rank held Harbor Health Care ETF as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.