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AE Wealth Management’s Murphy USA MUSA Stock Holding History

AE Wealth Management’s Portfolio MUSA Stock Details MUSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$839K Buy
1,699
+161
+10% +$68.9K ﹤0.01% 892
2025
Q4 		$621K Buy
1,538
+410
+36% +$157K ﹤0.01% 964
2025
Q3 		$438K Buy
+1,128
New +$447K ﹤0.01% 1026
2025
Q2 		– Sell
-532
Closed -$250K – 2231
2025
Q1 		$250K Sell
532
-116
-18% -$55.1K ﹤0.01% 1169
2024
Q4 		$325K Buy
648
+42
+7% +$21.4K ﹤0.01% 1067
2024
Q3 		$299K Buy
606
+72
+13% +$36.1K ﹤0.01% 1032
2024
Q2 		$251K Sell
534
-17
-3% -$7.41K ﹤0.01% 1088
2024
Q1 		$231K Sell
551
-627
-53% -$245K ﹤0.01% 1048
2023
Q4 		$421K Sell
1,178
-42
-3% -$15.2K ﹤0.01% 1543
2023
Q3 		$417K Buy
1,220
+152
+14% +$48.3K ﹤0.01% 1468
2023
Q2 		$332K Buy
+1,068
New +$299K ﹤0.01% 1566

Other funds holding MUSA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AE Wealth Management's MUSA Position: Q1 2026 in Review

AE Wealth Management increased its Murphy USA (MUSA) stake by 10% in Q1 2026, buying an estimated $68.9K and bringing the position to 1,699 shares worth $839K. The position accounts for ﹤0.01% of the portfolio, ranked #892.

AE Wealth Management first reported a position in MUSA in Q2 2023 and has held it in 11 quarters since. 540 funds tracked by Wall St. Rank hold MUSA as of Q1 2026.

  • AE Wealth Management held 1,699 shares of Murphy USA worth $839K as of Q1 2026.
  • AE Wealth Management bought 161 Murphy USA shares in Q1 2026, an estimated $68.9K.
  • Murphy USA made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #892 holding.
  • AE Wealth Management first reported a position in Murphy USA in Q2 2023 and has held it in 11 quarters since.
  • 540 funds tracked by Wall St. Rank held Murphy USA as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.