HCR Wealth Advisors’s PIMCO Enhanced Short Maturity Active Exchange-Traded Fund MINT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.9M | Sell |
18,878
-1,500
| -7% | -$151K | 0.17% | 81 |
|
|
2026
Q1 | $2.05M | Sell |
20,378
-250
| -1% | -$25.1K | 0.21% | 73 |
|
|
2025
Q4 | $2.07M | Sell |
20,628
-2,382
| -10% | -$239K | 0.21% | 75 |
|
|
2025
Q3 | $2.31M | Buy |
23,010
+660
| +3% | +$66.3K | 0.24% | 64 |
|
|
2025
Q2 | $2.25M | Sell |
22,350
-720
| -3% | -$72.2K | 0.26% | 60 |
|
|
2025
Q1 | $2.32M | Buy |
23,070
+2,361
| +11% | +$237K | 0.3% | 55 |
|
|
2024
Q4 | $2.08M | Sell |
20,709
-1,715
| -8% | -$172K | 0.26% | 62 |
|
|
2024
Q3 | $2.26M | Buy |
22,424
+960
| +4% | +$96.4K | 0.3% | 54 |
|
|
2024
Q2 | $2.16M | Buy |
21,464
+250
| +1% | +$25.1K | 0.31% | 54 |
|
|
2024
Q1 | $2.13M | Sell |
21,214
-335
| -2% | -$33.6K | 0.32% | 56 |
|
|
2023
Q4 | $2.15M | Buy |
21,549
+5,469
| +34% | +$547K | 0.34% | 51 |
|
|
2023
Q3 | $1.61M | Buy |
16,080
+465
| +3% | +$46.4K | 0.35% | 54 |
|
|
2023
Q2 | $1.56M | Sell |
15,615
-2,550
| -14% | -$253K | 0.29% | 67 |
|
|
2023
Q1 | $1.8M | Sell |
18,165
-1,450
| -7% | -$144K | 0.36% | 61 |
|
|
2022
Q4 | $1.94M | Buy |
19,615
+300
| +2% | +$29.6K | 0.41% | 52 |
|
|
2022
Q3 | $1.91M | Buy |
19,315
+1,135
| +6% | +$113K | 0.41% | 54 |
|
|
2022
Q2 | $1.8M | Buy |
18,180
+4,799
| +36% | +$478K | 0.36% | 62 |
|
|
2022
Q1 | $1.34M | Sell |
13,381
-1,135
| -8% | -$115K | 0.22% | 77 |
|
|
2021
Q4 | $1.47M | Sell |
14,516
-578
| -4% | -$58.8K | 0.23% | 83 |
|
|
2021
Q3 | $1.54M | Sell |
15,094
-23,529
| -61% | -$2.4M | 0.26% | 84 |
|
|
2021
Q2 | $3.94M | Sell |
38,623
-9,138
| -19% | -$932K | 0.68% | 23 |
|
|
2021
Q1 | $4.87M | Sell |
47,761
-12,016
| -20% | -$1.23M | 0.96% | 17 |
|
|
2020
Q4 | $6.1M | Sell |
59,777
-1,482
| -2% | -$151K | 1.28% | 11 |
|
|
2020
Q3 | $6.25M | Sell |
61,259
-2,347
| -4% | -$239K | 1.43% | 11 |
|
|
2020
Q2 | $6.46M | Sell |
63,606
-114,139
| -64% | -$11.5M | 1.52% | 12 |
|
|
2020
Q1 | $17.6M | Sell |
177,745
-7,654
| -4% | -$774K | 5.03% | 5 |
|
|
2019
Q4 | $18.8M | Buy |
185,399
+3,560
| +2% | +$362K | 4.57% | 5 |
|
|
2019
Q3 | $18.5M | Buy |
181,839
+6,078
| +3% | +$618K | 6.14% | 4 |
|
|
2019
Q2 | $17.9M | Buy |
175,761
+15,862
| +10% | +$1.61M | 5.09% | 5 |
|
|
2019
Q1 | $16.2M | Buy |
159,899
+144,028
| +907% | +$14.6M | 4.65% | 6 |
|
|
2018
Q4 | $1.6M | Buy |
15,871
+3,866
| +32% | +$392K | 0.52% | 41 |
|
|
2018
Q3 | $1.22M | Sell |
12,005
-1,855
| -13% | -$188K | 0.4% | 60 |
|
|
2018
Q2 | $1.41M | Buy |
13,860
+400
| +3% | +$40.6K | 0.46% | 51 |
|
|
2018
Q1 | $1.37M | Sell |
13,460
-2,325
| -15% | -$236K | 0.47% | 50 |
|
|
2017
Q4 | $1.6M | Sell |
15,785
-700
| -4% | -$71.2K | 0.56% | 40 |
|
|
2017
Q3 | $1.68M | Sell |
16,485
-5,327
| -24% | -$542K | 0.71% | 31 |
|
|
2017
Q2 | $2.22M | Sell |
21,812
-2,625
| -11% | -$267K | 1.1% | 21 |
|
|
2017
Q1 | $2.48M | Sell |
24,437
-9,620
| -28% | -$976K | 1.27% | 19 |
|
|
2016
Q4 | $3.45M | Buy |
+34,057
| New | +$3.45M | 1.82% | 9 |
|
Other funds holding MINT
AWM
HCR Wealth Advisors's MINT Position: Q2 2026 in Review
HCR Wealth Advisors reduced its PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) stake by 7.4% in Q2 2026, selling an estimated $151K and leaving 18,878 shares worth $1.9M. The position accounts for 0.17% of the portfolio, ranked #81.
HCR Wealth Advisors first reported a position in MINT in Q4 2016 and has held it in 39 quarters since. The position peaked at $18.8M in Q4 2019. 757 funds tracked by Wall St. Rank hold MINT as of Q2 2026.
- HCR Wealth Advisors held 18,878 shares of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund worth $1.9M as of Q2 2026.
- HCR Wealth Advisors sold 1,500 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund shares in Q2 2026, an estimated $151K.
- PIMCO Enhanced Short Maturity Active Exchange-Traded Fund made up 0.17% of HCR Wealth Advisors's portfolio in Q2 2026, its #81 holding.
- HCR Wealth Advisors first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q4 2016 and has held it in 39 quarters since.
- HCR Wealth Advisors's PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position peaked at $18.8M in Q4 2019.
- 757 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q2 2026.
Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.