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EverSource Wealth Advisors’s Monarch Casino & Resort MCRI Stock Holding History

EverSource Wealth Advisors’s Portfolio MCRI Stock Details MCRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.8K Sell
90
-150
-63% -$17.5K ﹤0.01% 2804
2026
Q1 		$22.9K Buy
240
+75
+45% +$7.13K ﹤0.01% 2420
2025
Q4 		$15.8K Buy
165
+131
+385% +$12.6K ﹤0.01% 2544
2025
Q3 		$3.6K Hold
34
– – ﹤0.01% 3291
2025
Q2 		$2.94K Buy
34
+4
+13% +$323 ﹤0.01% 3357
2025
Q1 		$2.33K Buy
30
+22
+275% +$1.87K ﹤0.01% 2852
2024
Q4 		$631 Buy
+8
New +$645 ﹤0.01% 3113

Other funds holding MCRI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

EverSource Wealth Advisors's MCRI Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Monarch Casino & Resort (MCRI) stake by 63% in Q2 2026, selling an estimated $17.5K and leaving 90 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2804.

EverSource Wealth Advisors first reported a position in MCRI in Q4 2024 and has held it in 7 quarters since. The position peaked at $22.9K in Q1 2026. 258 funds tracked by Wall St. Rank hold MCRI as of Q2 2026.

  • EverSource Wealth Advisors held 90 shares of Monarch Casino & Resort worth $11.8K as of Q2 2026.
  • EverSource Wealth Advisors sold 150 Monarch Casino & Resort shares in Q2 2026, an estimated $17.5K.
  • Monarch Casino & Resort made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2804 holding.
  • EverSource Wealth Advisors first reported a position in Monarch Casino & Resort in Q4 2024 and has held it in 7 quarters since.
  • EverSource Wealth Advisors's Monarch Casino & Resort position peaked at $22.9K in Q1 2026.
  • 258 funds tracked by Wall St. Rank held Monarch Casino & Resort as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.