CWM
MRC

CarsonAllaria Wealth Management’s MRC Global MRC Stock Holding History

CarsonAllaria Wealth Management’s Portfolio MRC Stock Details MRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-32,873
Closed -$377K – 370
2025
Q1 		$377K Buy
32,873
+7,263
+28% +$93.8K 0.22% 42
2024
Q4 		$327K Buy
+25,610
New +$335K 0.19% 45

Other funds holding MRC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CarsonAllaria Wealth Management's MRC Position: Q2 2025 in Review

CarsonAllaria Wealth Management sold out of MRC Global (MRC) in Q2 2025, closing a stake of 32,873 shares — an estimated $377K sold.

CarsonAllaria Wealth Management first reported a position in MRC in Q4 2024 and held it in 2 quarters. The position peaked at $377K in Q1 2025. 204 funds tracked by Wall St. Rank hold MRC as of Q2 2025.

  • CarsonAllaria Wealth Management reported no remaining MRC Global position as of Q2 2025 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 32,873 MRC Global shares in Q2 2025, an estimated $377K.
  • CarsonAllaria Wealth Management first reported a position in MRC Global in Q4 2024 and held it in 2 quarters.
  • CarsonAllaria Wealth Management's MRC Global position peaked at $377K in Q1 2025.
  • 204 funds tracked by Wall St. Rank held MRC Global as of Q2 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q2 2025, filed 24 Jul 2025.