GoalVest Advisory’s MGM Resorts International MGM Stock Holding History

GoalVest Advisory’s Portfolio MGM Stock Details MGM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$7.79K	Buy	+251	New	+$10.7K	﹤0.01%	487
2025 Q2	–	Sell	-3	Closed	-$89	–	472
2025 Q1	$89	Buy	+3	New	+$101	﹤0.01%	499
2022 Q2	–	Sell	-5	Closed	–	–	452
2022 Q1	$0	Buy	+5	New	+$215	﹤0.01%	457

Other funds holding MGM

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MCP

Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

TSWM

Triangle Securities Wealth Management Raleigh, North Carolina $522M AUM 18.15% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GoalVest Advisory's MGM Position: Q3 2026 in Review

GoalVest Advisory opened a new position in MGM Resorts International (MGM) in Q3 2026: 251 shares worth $7.79K. The stake represents ﹤0.01% of the portfolio and ranks #487 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in MGM as recently as Q1 2025.

GoalVest Advisory first reported a position in MGM in Q1 2022 and has held it in 3 quarters since. 51 funds tracked by Wall St. Rank hold MGM as of Q3 2026.

GoalVest Advisory held 251 shares of MGM Resorts International worth $7.79K as of Q3 2026.
MGM Resorts International was a new GoalVest Advisory position in Q3 2026.
MGM Resorts International made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #487 holding.
GoalVest Advisory first reported a position in MGM Resorts International in Q1 2022 and has held it in 3 quarters since.
51 funds tracked by Wall St. Rank held MGM Resorts International as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.