BlackBarn Capital Partners’s Molina Healthcare MOH Stock Holding History

BlackBarn Capital Partners’s Portfolio MOH Stock Details MOH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-95,000	Closed	-$18.2M	–	18
2025 Q3	$18.2M	Buy	95,000 +20,000	+27%	+$3.68M	1.3%	13
2025 Q2	$22.3M	Sell	75,000 -20,500	-21%	-$6.44M	1.28%	8
2025 Q1	$31.5M	Sell	95,500 -1,500	-2%	-$453K	2%	6
2024 Q4	$28.2M	Buy	97,000 +37,000	+62%	+$11.4M	1.55%	5
2024 Q3	$20.7M	Buy	60,000 +7,500	+14%	+$2.47M	2.72%	4
2024 Q2	$15.6M	Buy	52,500 +10,600	+25%	+$3.6M	1.39%	6
2024 Q1	$17.2M	Hold	41,900	–	–	9.73%	2
2023 Q4	$15.1M	Buy	+41,900	New	+$14.8M	5.47%	4

Other funds holding MOH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BlackBarn Capital Partners's MOH Position: Q4 2025 in Review

BlackBarn Capital Partners sold out of Molina Healthcare (MOH) in Q4 2025, closing a stake of 95,000 shares — an estimated $18.2M sold.

BlackBarn Capital Partners first reported a position in MOH in Q4 2023 and held it in 8 quarters. The position peaked at $31.5M in Q1 2025. 549 funds tracked by Wall St. Rank hold MOH as of Q4 2025.

BlackBarn Capital Partners reported no remaining Molina Healthcare position as of Q4 2025 after selling out during the quarter.
BlackBarn Capital Partners sold 95,000 Molina Healthcare shares in Q4 2025, an estimated $18.2M.
BlackBarn Capital Partners first reported a position in Molina Healthcare in Q4 2023 and held it in 8 quarters.
BlackBarn Capital Partners's Molina Healthcare position peaked at $31.5M in Q1 2025.
549 funds tracked by Wall St. Rank held Molina Healthcare as of Q4 2025.

Based on BlackBarn Capital Partners's 13F filing for Q4 2025, filed 17 Feb 2026.