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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
Q2 		$11.2K Hold
330
– – ﹤0.01% 3682
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

LPL Financial
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
Susquehanna International Group
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
PTC
Private Trust Company Cleveland, Ohio $1.25B AUM 29.12% 1-Year Est. Return

Steward Partners Investment Advisory's MEDI Position: Q2 2026 in Review

Steward Partners Investment Advisory held its Harbor Health Care ETF (MEDI) position steady in Q2 2026 at 330 shares worth $11.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3682.

Steward Partners Investment Advisory first reported a position in MEDI in Q4 2025 and has held it in 3 quarters since. 11 funds tracked by Wall St. Rank hold MEDI as of Q2 2026.

  • Steward Partners Investment Advisory held 330 shares of Harbor Health Care ETF worth $11.2K as of Q2 2026.
  • Steward Partners Investment Advisory left its Harbor Health Care ETF share count unchanged in Q2 2026.
  • Harbor Health Care ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3682 holding.
  • Steward Partners Investment Advisory first reported a position in Harbor Health Care ETF in Q4 2025 and has held it in 3 quarters since.
  • 11 funds tracked by Wall St. Rank held Harbor Health Care ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.