AWA
MGIC

Arete Wealth Advisors’s Magic Software Enterprises MGIC Stock Holding History

Arete Wealth Advisors’s Portfolio MGIC Stock Details MGIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-11,438
Closed -$233K – 597
2025
Q3 		$233K Sell
11,438
-493
-4% -$10K 0.01% 688
2025
Q2 		$228K Buy
+11,931
New +$179K 0.02% 656

Other funds holding MGIC

CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
YDMI
Y.D. More Investments Ramat Gan, Israel $3.21B AUM 117.29% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $8.04B AUM 44.04% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $21.7B AUM 41.93% 1-Year Est. Return
NGA
Naples Global Advisors Naples, Florida $1.62B AUM 47.65% 1-Year Est. Return

Arete Wealth Advisors's MGIC Position: Q4 2025 in Review

Arete Wealth Advisors sold out of Magic Software Enterprises (MGIC) in Q4 2025, closing a stake of 11,438 shares — an estimated $233K sold.

Arete Wealth Advisors first reported a position in MGIC in Q2 2025 and held it in 2 quarters. The position peaked at $233K in Q3 2025. 81 funds tracked by Wall St. Rank hold MGIC as of Q4 2025.

  • Arete Wealth Advisors reported no remaining Magic Software Enterprises position as of Q4 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 11,438 Magic Software Enterprises shares in Q4 2025, an estimated $233K.
  • Arete Wealth Advisors first reported a position in Magic Software Enterprises in Q2 2025 and held it in 2 quarters.
  • Arete Wealth Advisors's Magic Software Enterprises position peaked at $233K in Q3 2025.
  • 81 funds tracked by Wall St. Rank held Magic Software Enterprises as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.