Heritage Wealth Advisors
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Heritage Wealth Advisors’s MGM Resorts International MGM Stock Holding History

Heritage Wealth Advisors’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
2025
Q3 		– Sell
-40
Closed -$1.38K – 590
2025
Q2 		$1.38K Hold
40
– – ﹤0.01% 526
2025
Q1 		$1.19K Sell
40
-60
-60% -$2.02K ﹤0.01% 527
2024
Q4 		$3.46K Buy
100
+18
+22% +$680 ﹤0.01% 523
2024
Q3 		$3.21K Buy
+82
New +$3.24K ﹤0.01% 521
2021
Q3 		– Sell
-25
Closed -$1.07K – 562
2021
Q2 		$1.07K Buy
+25
New +$1.03K ﹤0.01% 526

Other funds holding MGM

Davis Selected Advisers
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Corvex Management
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Heritage Wealth Advisors's MGM Position: Q3 2025 in Review

Heritage Wealth Advisors sold out of MGM Resorts International (MGM) in Q3 2025, closing a stake of 40 shares — an estimated $1.38K sold.

Heritage Wealth Advisors first reported a position in MGM in Q2 2021 and held it in 5 quarters. The position peaked at $3.46K in Q4 2024. 633 funds tracked by Wall St. Rank hold MGM as of Q3 2025.

  • Heritage Wealth Advisors reported no remaining MGM Resorts International position as of Q3 2025 after selling out during the quarter.
  • Heritage Wealth Advisors sold 40 MGM Resorts International shares in Q3 2025, an estimated $1.38K.
  • Heritage Wealth Advisors first reported a position in MGM Resorts International in Q2 2021 and held it in 5 quarters.
  • Heritage Wealth Advisors's MGM Resorts International position peaked at $3.46K in Q4 2024.
  • 633 funds tracked by Wall St. Rank held MGM Resorts International as of Q3 2025.

Based on Heritage Wealth Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.