Sequoia Financial Advisors’s Milestone Scientific MLSS Stock Holding History

Sequoia Financial Advisors’s Portfolio MLSS Stock Details MLSS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$13.9K	Hold	43,422	–	–	﹤0.01%	2152
2026 Q1	$12.5K	Hold	43,422	–	–	﹤0.01%	1914
2025 Q4	$11.9K	Hold	43,422	–	–	﹤0.01%	1920
2025 Q3	$19.7K	Hold	43,422	–	–	﹤0.01%	1733
2025 Q2	$27.6K	Sell	43,422 -1,578	-4%	-$1.45K	﹤0.01%	1565
2025 Q1	$42K	Hold	45,000	–	–	﹤0.01%	1350
2024 Q4	$43.2K	Hold	45,000	–	–	﹤0.01%	1318
2024 Q3	$41K	Hold	45,000	–	–	﹤0.01%	1260
2024 Q2	$30.7K	Hold	45,000	–	–	﹤0.01%	1203
2024 Q1	$28K	Sell	45,000 -11,516	-20%	-$7.56K	﹤0.01%	1152
2023 Q4	$39K	Hold	56,516	–	–	﹤0.01%	1183
2023 Q3	$52K	Hold	56,516	–	–	﹤0.01%	942
2023 Q2	$49.2K	Hold	56,516	–	–	﹤0.01%	948
2023 Q1	$50.9K	Hold	56,516	–	–	﹤0.01%	825
2022 Q4	$27.1K	Hold	56,516	–	–	﹤0.01%	795
2022 Q3	$45K	Hold	56,516	–	–	﹤0.01%	523
2022 Q2	$52K	Hold	56,516	–	–	﹤0.01%	582
2022 Q1	$86K	Buy	+56,516	New	+$82.5K	﹤0.01%	648

Other funds holding MLSS

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CIC

Carnegie Investment Counsel Pepper Pike, Ohio $4.99B AUM 23.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

RCM

Radnor Capital Management Wayne, Pennsylvania $712M AUM 34.39% 1-Year Est. Return

DIGI

Daniel Investment Group, Inc. Royal Oak, Michigan $169M AUM

DSAM

Dock Street Asset Management Palm Beach, Florida $1.08B AUM 23.07% 1-Year Est. Return

Sequoia Financial Advisors's MLSS Position: Q2 2026 in Review

Sequoia Financial Advisors held its Milestone Scientific (MLSS) position steady in Q2 2026 at 43,422 shares worth $13.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2152.

Sequoia Financial Advisors first reported a position in MLSS in Q1 2022 and has held it in 18 quarters since. The position peaked at $86K in Q1 2022. 12 funds tracked by Wall St. Rank hold MLSS as of Q2 2026.

Sequoia Financial Advisors held 43,422 shares of Milestone Scientific worth $13.9K as of Q2 2026.
Sequoia Financial Advisors left its Milestone Scientific share count unchanged in Q2 2026.
Milestone Scientific made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #2152 holding.
Sequoia Financial Advisors first reported a position in Milestone Scientific in Q1 2022 and has held it in 18 quarters since.
Sequoia Financial Advisors's Milestone Scientific position peaked at $86K in Q1 2022.
12 funds tracked by Wall St. Rank held Milestone Scientific as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.