Waverly Advisors’s Harbor Health Care ETF MEDI Stock Holding History

Waverly Advisors’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	–	Sell	-6,420	Closed	-$202K	–	1653
2025 Q4	$202K	Buy	+6,420	New	+$198K	﹤0.01%	1385

Other funds holding MEDI

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Waverly Advisors's MEDI Position: Q1 2026 in Review

Waverly Advisors sold out of Harbor Health Care ETF (MEDI) in Q1 2026, closing a stake of 6,420 shares — an estimated $202K sold.

Waverly Advisors first reported a position in MEDI in Q4 2025 and held it in 1 quarter. The position peaked at $202K in Q4 2025. 9 funds tracked by Wall St. Rank hold MEDI as of Q1 2026.

Waverly Advisors reported no remaining Harbor Health Care ETF position as of Q1 2026 after selling out during the quarter.
Waverly Advisors sold 6,420 Harbor Health Care ETF shares in Q1 2026, an estimated $202K.
Waverly Advisors first reported a position in Harbor Health Care ETF in Q4 2025 and held it in 1 quarter.
Waverly Advisors's Harbor Health Care ETF position peaked at $202K in Q4 2025.
9 funds tracked by Wall St. Rank held Harbor Health Care ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.