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Forvis Mazars Wealth Advisors’s Oil-Dri ODC Stock Holding History

Forvis Mazars Wealth Advisors’s Portfolio ODC Stock Details ODC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-11,034
Closed -$483K – 416
2024
Q4 		$483K Sell
11,034
-2,342
-18% -$85.8K 0.01% 310
2024
Q3 		$461K Buy
+13,376
New +$436K 0.01% 327
2023
Q3 		– Sell
-13,092
Closed -$386K – 403
2023
Q2 		$386K Buy
13,092
+94
+0.7% +$2.08K 0.01% 322
2023
Q1 		$270K Buy
+12,998
New +$240K 0.01% 350
2015
Q3 		– Sell
-24,768
Closed -$376K – 195
2015
Q2 		$376K Buy
24,768
+162
+0.7% +$2.58K 0.06% 122
2015
Q1 		$414K Buy
24,606
+166
+0.7% +$2.58K 0.06% 122
2014
Q4 		$399K Buy
24,440
+138
+0.6% +$2K 0.07% 109
2014
Q3 		$317K Buy
24,302
+124
+0.5% +$1.83K 0.05% 106
2014
Q2 		$370K Buy
24,178
+108
+0.4% +$1.74K 0.06% 105
2014
Q1 		$416K Buy
24,070
+102
+0.4% +$1.77K 0.07% 111
2013
Q4 		$453K Buy
+23,968
New +$437K 0.08% 109

Other funds holding ODC

GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Forvis Mazars Wealth Advisors's ODC Position: Q1 2025 in Review

Forvis Mazars Wealth Advisors sold out of Oil-Dri (ODC) in Q1 2025, closing a stake of 11,034 shares — an estimated $483K sold.

Forvis Mazars Wealth Advisors first reported a position in ODC in Q4 2013 and held it in 11 quarters. The position peaked at $483K in Q4 2024. 113 funds tracked by Wall St. Rank hold ODC as of Q1 2025.

  • Forvis Mazars Wealth Advisors reported no remaining Oil-Dri position as of Q1 2025 after selling out during the quarter.
  • Forvis Mazars Wealth Advisors sold 11,034 Oil-Dri shares in Q1 2025, an estimated $483K.
  • Forvis Mazars Wealth Advisors first reported a position in Oil-Dri in Q4 2013 and held it in 11 quarters.
  • Forvis Mazars Wealth Advisors's Oil-Dri position peaked at $483K in Q4 2024.
  • 113 funds tracked by Wall St. Rank held Oil-Dri as of Q1 2025.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2025, filed 13 May 2025.