AWM
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Accurate Wealth Management’s Magna International MGA Stock Holding History

Accurate Wealth Management’s Portfolio MGA Stock Details MGA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.16M Sell
18,106
-549
-3% -$34.3K 0.11% 202
2026
Q1 		$1.08M Sell
18,655
-3,434
-16% -$196K 0.13% 180
2025
Q4 		$1.24M Buy
22,089
+126
+0.6% +$6.16K 0.16% 149
2025
Q3 		$988K Buy
21,963
+1,731
+9% +$76.3K 0.13% 167
2025
Q2 		$860K Buy
20,232
+242
+1% +$8.54K 0.13% 174
2025
Q1 		$644K Buy
19,990
+1,198
+6% +$46K 0.12% 175
2024
Q4 		$743K Buy
18,792
+1,641
+10% +$70.5K 0.14% 154
2024
Q3 		$704K Buy
17,151
+10,884
+174% +$455K 0.14% 150
2024
Q2 		$279K Buy
+6,267
New +$293K 0.07% 246
2023
Q1 		– Sell
-100
Closed -$6.11K – 940
2022
Q4 		$6.11K Buy
+100
New +$5.62K ﹤0.01% 974

Other funds holding MGA

AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
BWM
Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return

Accurate Wealth Management's MGA Position: Q2 2026 in Review

Accurate Wealth Management reduced its Magna International (MGA) stake by 2.9% in Q2 2026, selling an estimated $34.3K and leaving 18,106 shares worth $1.16M. The position accounts for 0.11% of the portfolio, ranked #202.

Accurate Wealth Management first reported a position in MGA in Q4 2022 and has held it in 10 quarters since. The position peaked at $1.24M in Q4 2025. 42 funds tracked by Wall St. Rank hold MGA as of Q2 2026.

  • Accurate Wealth Management held 18,106 shares of Magna International worth $1.16M as of Q2 2026.
  • Accurate Wealth Management sold 549 Magna International shares in Q2 2026, an estimated $34.3K.
  • Magna International made up 0.11% of Accurate Wealth Management's portfolio in Q2 2026, its #202 holding.
  • Accurate Wealth Management first reported a position in Magna International in Q4 2022 and has held it in 10 quarters since.
  • Accurate Wealth Management's Magna International position peaked at $1.24M in Q4 2025.
  • 42 funds tracked by Wall St. Rank held Magna International as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.