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Intentional Wealth Strategies’s Monarch Casino & Resort MCRI Stock Holding History

Intentional Wealth Strategies’s Portfolio MCRI Stock Details MCRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-78
Closed -$7.46K – 557
2026
Q1 		$7.46K Buy
+78
New +$7.42K 0.01% 423

Other funds holding MCRI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Intentional Wealth Strategies's MCRI Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of Monarch Casino & Resort (MCRI) in Q2 2026, closing a stake of 78 shares — an estimated $7.46K sold.

Intentional Wealth Strategies first reported a position in MCRI in Q1 2026 and held it in 1 quarter. The position peaked at $7.46K in Q1 2026. 258 funds tracked by Wall St. Rank hold MCRI as of Q2 2026.

  • Intentional Wealth Strategies reported no remaining Monarch Casino & Resort position as of Q2 2026 after selling out during the quarter.
  • Intentional Wealth Strategies sold 78 Monarch Casino & Resort shares in Q2 2026, an estimated $7.46K.
  • Intentional Wealth Strategies first reported a position in Monarch Casino & Resort in Q1 2026 and held it in 1 quarter.
  • Intentional Wealth Strategies's Monarch Casino & Resort position peaked at $7.46K in Q1 2026.
  • 258 funds tracked by Wall St. Rank held Monarch Casino & Resort as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.