AWM
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Abound Wealth Management’s MGP Ingredients MGPI Stock Holding History

Abound Wealth Management’s Portfolio MGPI Stock Details MGPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-3
Closed -$73 – 1474
2025
Q3 		$73 Hold
3
– – ﹤0.01% 1328
2025
Q2 		$90 Hold
3
– – ﹤0.01% 1269
2025
Q1 		$89 Hold
3
– – ﹤0.01% 1242
2024
Q4 		$119 Hold
3
– – ﹤0.01% 1196
2024
Q3 		$250 Hold
3
– – ﹤0.01% 1042
2024
Q2 		$224 Hold
3
– – ﹤0.01% 1075
2024
Q1 		$259 Hold
3
– – ﹤0.01% 1194
2023
Q4 		$296 Hold
3
– – ﹤0.01% 1165
2023
Q3 		$317 Hold
3
– – ﹤0.01% 995
2023
Q2 		$319 Buy
+3
New +$300 ﹤0.01% 1019

Other funds holding MGPI

KFAS
Keating Financial Advisory Services Manhattan, Kansas $760M AUM
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Abound Wealth Management's MGPI Position: Q4 2025 in Review

Abound Wealth Management sold out of MGP Ingredients (MGPI) in Q4 2025, closing a stake of 3 shares — an estimated $73 sold.

Abound Wealth Management first reported a position in MGPI in Q2 2023 and held it in 10 quarters. The position peaked at $319 in Q2 2023. 182 funds tracked by Wall St. Rank hold MGPI as of Q4 2025.

  • Abound Wealth Management reported no remaining MGP Ingredients position as of Q4 2025 after selling out during the quarter.
  • Abound Wealth Management sold 3 MGP Ingredients shares in Q4 2025, an estimated $73.
  • Abound Wealth Management first reported a position in MGP Ingredients in Q2 2023 and held it in 10 quarters.
  • Abound Wealth Management's MGP Ingredients position peaked at $319 in Q2 2023.
  • 182 funds tracked by Wall St. Rank held MGP Ingredients as of Q4 2025.

Based on Abound Wealth Management's 13F filing for Q4 2025, filed 12 Jan 2026.