Global Wealth Management Investment Advisory’s MidCap Financial Investment MFIC Stock Holding History

Global Wealth Management Investment Advisory’s Portfolio MFIC Stock Details MFIC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.26M	Buy	112,373 +15,139	+16%	+$167K	0.2%	86
2025 Q4	$1.11M	Buy	97,234 +6,299	+7%	+$74.7K	0.18%	96
2025 Q3	$1.09M	Buy	90,935 +5,715	+7%	+$72.9K	0.18%	98
2025 Q2	$1.08M	Buy	85,220 +6,112	+8%	+$75K	0.2%	97
2025 Q1	$1.02M	Sell	79,108 -64	-0.1%	-$870	0.2%	96
2024 Q4	$1.07M	Buy	79,172 +9,179	+13%	+$125K	0.22%	93
2024 Q3	$937K	Buy	69,993 +22,149	+46%	+$313K	0.2%	98
2024 Q2	$724K	Buy	47,844 +1,901	+4%	+$29.1K	0.17%	99
2024 Q1	$691K	Buy	45,943 +674	+1%	+$9.56K	0.17%	98
2023 Q4	$619K	Buy	45,269 +333	+0.7%	+$4.44K	0.16%	103
2023 Q3	$618K	Buy	44,936 +2,027	+5%	+$27.1K	0.17%	103
2023 Q2	$539K	Buy	42,909 +2,693	+7%	+$31.4K	0.15%	110
2023 Q1	$458K	Buy	40,216 +2,275	+6%	+$27.3K	0.14%	110
2022 Q4	$433K	Buy	37,941 +2,369	+7%	+$27.3K	0.14%	108
2022 Q3	$364K	Buy	35,572 +3,961	+13%	+$48.3K	0.13%	107
2022 Q2	$340K	Buy	31,611 +4,942	+19%	+$60.4K	0.11%	113
2022 Q1	$353K	Buy	26,669 +4,186	+19%	+$55.6K	0.11%	115
2021 Q4	$288K	Buy	22,483 +4,432	+25%	+$58.2K	0.09%	127
2021 Q3	$234K	Buy	18,051 +4,415	+32%	+$60.1K	0.07%	129
2021 Q2	$186K	Buy	13,636 +3,262	+31%	+$46.8K	0.06%	134
2021 Q1	$142K	Buy	10,374 +338	+3%	+$4.46K	0.05%	134
2020 Q4	$107K	Buy	10,036 +898	+10%	+$8.72K	0.04%	137
2020 Q3	$76K	Buy	9,138 +1,039	+13%	+$9.61K	0.03%	148
2020 Q2	$78K	Buy	8,099 +4,260	+111%	+$38.5K	0.03%	160
2020 Q1	$26K	Buy	+3,839	New	+$57.2K	0.01%	228

Other funds holding MFIC

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

AMH

Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return

SFM

Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return

NCM

Next Capital Management New York $330M AUM 11.54% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Global Wealth Management Investment Advisory's MFIC Position: Q1 2026 in Review

Global Wealth Management Investment Advisory increased its MidCap Financial Investment (MFIC) stake by 16% in Q1 2026, buying an estimated $167K and bringing the position to 112,373 shares worth $1.26M. The position accounts for 0.2% of the portfolio, ranked #86.

Global Wealth Management Investment Advisory first reported a position in MFIC in Q1 2020 and has held it in 25 quarters since. 176 funds tracked by Wall St. Rank hold MFIC as of Q1 2026.

Global Wealth Management Investment Advisory held 112,373 shares of MidCap Financial Investment worth $1.26M as of Q1 2026.
Global Wealth Management Investment Advisory bought 15,139 MidCap Financial Investment shares in Q1 2026, an estimated $167K.
MidCap Financial Investment made up 0.2% of Global Wealth Management Investment Advisory's portfolio in Q1 2026, its #86 holding.
Global Wealth Management Investment Advisory first reported a position in MidCap Financial Investment in Q1 2020 and has held it in 25 quarters since.
176 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q1 2026.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2026, filed 1 May 2026.