WANY
MDRR

Wealthspire Advisors (New York)’s Medalist Diversified Inc MDRR Stock Holding History

Wealthspire Advisors (New York)’s Portfolio MDRR Stock Details MDRR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-155
Closed -$2.1K – 2133
2025
Q3 		$2.1K Buy
+155
New +$1.86K ﹤0.01% 2602

Other funds holding MDRR

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $27B AUM 24.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealthspire Advisors (New York)'s MDRR Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Medalist Diversified Inc (MDRR) in Q4 2025, closing a stake of 155 shares — an estimated $2.1K sold.

Wealthspire Advisors (New York) first reported a position in MDRR in Q3 2025 and held it in 1 quarter. The position peaked at $2.1K in Q3 2025. 6 funds tracked by Wall St. Rank hold MDRR as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Medalist Diversified Inc position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 155 Medalist Diversified Inc shares in Q4 2025, an estimated $2.1K.
  • Wealthspire Advisors (New York) first reported a position in Medalist Diversified Inc in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Medalist Diversified Inc position peaked at $2.1K in Q3 2025.
  • 6 funds tracked by Wall St. Rank held Medalist Diversified Inc as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.