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Institute for Wealth Management’s Molina Healthcare MOH Stock Holding History

Institute for Wealth Management’s Portfolio MOH Stock Details MOH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-622
Closed -$185K – 589
2025
Q2 		$185K Hold
622
– – 0.02% 546
2025
Q1 		$205K Buy
+622
New +$188K 0.03% 504

Other funds holding MOH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Institute for Wealth Management's MOH Position: Q3 2025 in Review

Institute for Wealth Management sold out of Molina Healthcare (MOH) in Q3 2025, closing a stake of 622 shares — an estimated $185K sold.

Institute for Wealth Management first reported a position in MOH in Q1 2025 and held it in 2 quarters. The position peaked at $205K in Q1 2025. 625 funds tracked by Wall St. Rank hold MOH as of Q3 2025.

  • Institute for Wealth Management reported no remaining Molina Healthcare position as of Q3 2025 after selling out during the quarter.
  • Institute for Wealth Management sold 622 Molina Healthcare shares in Q3 2025, an estimated $185K.
  • Institute for Wealth Management first reported a position in Molina Healthcare in Q1 2025 and held it in 2 quarters.
  • Institute for Wealth Management's Molina Healthcare position peaked at $205K in Q1 2025.
  • 625 funds tracked by Wall St. Rank held Molina Healthcare as of Q3 2025.

Based on Institute for Wealth Management's 13F filing for Q3 2025, filed 17 Oct 2025.