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Steward Partners Investment Advisory’s Harbor Health Care ETF MEDI Stock Holding History

Steward Partners Investment Advisory’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
Q1 		$9.67K Buy
330
+29
+10% +$896 ﹤0.01% 3579
2025
Q4 		$9.47K Buy
+301
New +$9.26K ﹤0.01% 3468

Other funds holding MEDI

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PFPG
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $13.1B AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Steward Partners Investment Advisory's MEDI Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Harbor Health Care ETF (MEDI) stake by 9.6% in Q1 2026, buying an estimated $896 and bringing the position to 330 shares worth $9.67K. The position accounts for ﹤0.01% of the portfolio, ranked #3579.

Steward Partners Investment Advisory first reported a position in MEDI in Q4 2025 and has held it in 2 quarters since. 9 funds tracked by Wall St. Rank hold MEDI as of Q1 2026.

  • Steward Partners Investment Advisory held 330 shares of Harbor Health Care ETF worth $9.67K as of Q1 2026.
  • Steward Partners Investment Advisory bought 29 Harbor Health Care ETF shares in Q1 2026, an estimated $896.
  • Harbor Health Care ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3579 holding.
  • Steward Partners Investment Advisory first reported a position in Harbor Health Care ETF in Q4 2025 and has held it in 2 quarters since.
  • 9 funds tracked by Wall St. Rank held Harbor Health Care ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.