AssetMark Inc
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AssetMark Inc’s Murphy USA MUSA Stock Holding History

AssetMark Inc’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
Q3 		$1.68M Sell
3,324
-218
-6% -$122K ﹤0.01% 995
2026
Q2 		$1.91M Sell
3,542
-58
-2% -$31.5K ﹤0.01% 962
2026
Q1 		$1.78M Sell
3,600
-238
-6% -$102K ﹤0.01% 913
2025
Q4 		$1.55M Sell
3,838
-290
-7% -$111K ﹤0.01% 917
2025
Q3 		$1.6M Buy
4,128
+26
+0.6% +$10.3K ﹤0.01% 877
2025
Q2 		$1.67M Sell
4,102
-30,938
-88% -$14.1M ﹤0.01% 806
2025
Q1 		$16.5M Sell
35,040
-1,713
-5% -$813K 0.05% 284
2024
Q4 		$18.4M Buy
36,753
+1,513
+4% +$773K 0.05% 257
2024
Q3 		$17.4M Buy
35,240
+2,028
+6% +$1.02M 0.05% 251
2024
Q2 		$15.6M Buy
33,212
+969
+3% +$422K 0.05% 254
2024
Q1 		$13.5M Sell
32,243
-184
-0.6% -$71.9K 0.04% 256
2023
Q4 		$11.6M Buy
32,427
+7,598
+31% +$2.75M 0.04% 249
2023
Q3 		$8.48M Sell
24,829
-1,418
-5% -$450K 0.03% 269
2023
Q2 		$8.17M Sell
26,247
-978
-4% -$274K 0.03% 273
2023
Q1 		$7.03M Buy
27,225
+293
+1% +$76.2K 0.03% 284
2022
Q4 		$7.53M Sell
26,932
-296
-1% -$85.8K 0.03% 251
2022
Q3 		$7.48M Buy
27,228
+23,522
+635% +$6.58M 0.04% 239
2022
Q2 		$863K Buy
+3,706
New +$874K ﹤0.01% 530
2021
Q4 		– Sell
-1
Closed – – 1597
2021
Q3 		$0 Sell
1
-731
-100% -$110K ﹤0.01% 1486
2021
Q2 		$98K Sell
732
-69
-9% -$9.5K ﹤0.01% 641
2021
Q1 		$116K Sell
801
-42
-5% -$5.43K ﹤0.01% 610
2020
Q4 		$110K Sell
843
-61
-7% -$7.83K ﹤0.01% 604
2020
Q3 		$116K Buy
+904
New +$120K ﹤0.01% 577
2018
Q2 		– Sell
-1,664
Closed -$121K – 1442
2018
Q1 		$121K Hold
1,664
– – ﹤0.01% 540
2017
Q4 		$134K Buy
+1,664
New +$126K ﹤0.01% 536

Other funds holding MUSA

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Close Asset Management
Close Asset Management London, United Kingdom $3.42B AUM 34.5% 1-Year Est. Return
Security National Bank
Security National Bank Omaha, Nebraska $865M AUM 30.55% 1-Year Est. Return
EULAV Asset Management
EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
IIA
IPG Investment Advisors San Diego, California $704M AUM 30.39% 1-Year Est. Return

AssetMark Inc's MUSA Position: Q3 2026 in Review

AssetMark Inc reduced its Murphy USA (MUSA) stake by 6.2% in Q3 2026, selling an estimated $122K and leaving 3,324 shares worth $1.68M. The position accounts for ﹤0.01% of the portfolio, ranked #995.

AssetMark Inc first reported a position in MUSA in Q4 2017 and has held it in 25 quarters since. The position peaked at $18.4M in Q4 2024. 232 funds tracked by Wall St. Rank hold MUSA as of Q3 2026.

  • AssetMark Inc held 3,324 shares of Murphy USA worth $1.68M as of Q3 2026.
  • AssetMark Inc sold 218 Murphy USA shares in Q3 2026, an estimated $122K.
  • Murphy USA made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #995 holding.
  • AssetMark Inc first reported a position in Murphy USA in Q4 2017 and has held it in 25 quarters since.
  • AssetMark Inc's Murphy USA position peaked at $18.4M in Q4 2024.
  • 232 funds tracked by Wall St. Rank held Murphy USA as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.