HWA
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HCR Wealth Advisors’s Mobix Labs MOBX Stock Holding History

HCR Wealth Advisors’s Portfolio MOBX Stock Details MOBX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-3,000
Closed -$10K – 262
2026
Q1 		$10K Hold
3,000
– – ﹤0.01% 241
2025
Q4 		$8.02K Hold
3,000
– – ﹤0.01% 255
2025
Q3 		$26.9K Buy
3,000
+2,000
+200% +$18.4K ﹤0.01% 243
2025
Q2 		$7.65K Buy
+1,000
New +$7.45K ﹤0.01% 237

Other funds holding MOBX

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VCWA
Vanguard Capital Wealth Advisors Denver, Colorado $148M AUM 91.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return
ACM
Alessandra Capital Management Torrance, California $141M AUM
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

HCR Wealth Advisors's MOBX Position: Q2 2026 in Review

HCR Wealth Advisors sold out of Mobix Labs (MOBX) in Q2 2026, closing a stake of 3,000 shares — an estimated $10K sold.

HCR Wealth Advisors first reported a position in MOBX in Q2 2025 and held it in 4 quarters. The position peaked at $26.9K in Q3 2025. 23 funds tracked by Wall St. Rank hold MOBX as of Q2 2026.

  • HCR Wealth Advisors reported no remaining Mobix Labs position as of Q2 2026 after selling out during the quarter.
  • HCR Wealth Advisors sold 3,000 Mobix Labs shares in Q2 2026, an estimated $10K.
  • HCR Wealth Advisors first reported a position in Mobix Labs in Q2 2025 and held it in 4 quarters.
  • HCR Wealth Advisors's Mobix Labs position peaked at $26.9K in Q3 2025.
  • 23 funds tracked by Wall St. Rank held Mobix Labs as of Q2 2026.

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