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Impact Partnership Wealth’s MGIC Investment MTG Stock Holding History

Impact Partnership Wealth’s Portfolio MTG Stock Details MTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$658K Buy
23,345
+5,061
+28% +$135K 0.06% 208
2026
Q1 		$480K Buy
18,284
+2,588
+16% +$69.2K 0.06% 205
2025
Q4 		$459K Buy
15,696
+2,862
+22% +$80.4K 0.06% 206
2025
Q3 		$364K Buy
12,834
+3,013
+31% +$82.1K 0.05% 209
2025
Q2 		$273K Buy
9,821
+598
+6% +$15.4K 0.05% 230
2025
Q1 		$229K Sell
9,223
-10,126
-52% -$245K 0.05% 210
2024
Q4 		$459K Buy
+19,349
New +$483K 0.09% 139
2024
Q2 		– Sell
-4,933
Closed -$110K – 505
2024
Q1 		$110K Sell
4,933
-32
-0.6% -$638 0.04% 245
2023
Q4 		$95.8K Sell
4,965
-2,289
-32% -$40.5K 0.04% 259
2023
Q3 		$121K Buy
+7,254
New +$123K 0.04% 282

Other funds holding MTG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Impact Partnership Wealth's MTG Position: Q2 2026 in Review

Impact Partnership Wealth increased its MGIC Investment (MTG) stake by 28% in Q2 2026, buying an estimated $135K and bringing the position to 23,345 shares worth $658K. The position accounts for 0.06% of the portfolio, ranked #208.

Impact Partnership Wealth first reported a position in MTG in Q3 2023 and has held it in 10 quarters since. 510 funds tracked by Wall St. Rank hold MTG as of Q2 2026.

  • Impact Partnership Wealth held 23,345 shares of MGIC Investment worth $658K as of Q2 2026.
  • Impact Partnership Wealth bought 5,061 MGIC Investment shares in Q2 2026, an estimated $135K.
  • MGIC Investment made up 0.06% of Impact Partnership Wealth's portfolio in Q2 2026, its #208 holding.
  • Impact Partnership Wealth first reported a position in MGIC Investment in Q3 2023 and has held it in 10 quarters since.
  • 510 funds tracked by Wall St. Rank held MGIC Investment as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.