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Intentional Wealth Strategies’s The RMR Group RMR Stock Holding History

Intentional Wealth Strategies’s Portfolio RMR Stock Details RMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-119
Closed -$1.84K – 718
2026
Q1 		$1.84K Buy
+119
New +$1.93K ﹤0.01% 678

Other funds holding RMR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
FFL
Flat Footed LLC Wilson, Wyoming $1.31B AUM 86.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

Intentional Wealth Strategies sold out of The RMR Group (RMR) in Q2 2026, closing a stake of 119 shares — an estimated $1.84K sold.

Intentional Wealth Strategies first reported a position in RMR in Q1 2026 and held it in 1 quarter. The position peaked at $1.84K in Q1 2026. 164 funds tracked by Wall St. Rank hold RMR as of Q2 2026.

  • Intentional Wealth Strategies reported no remaining The RMR Group position as of Q2 2026 after selling out during the quarter.
  • Intentional Wealth Strategies sold 119 The RMR Group shares in Q2 2026, an estimated $1.84K.
  • Intentional Wealth Strategies first reported a position in The RMR Group in Q1 2026 and held it in 1 quarter.
  • Intentional Wealth Strategies's The RMR Group position peaked at $1.84K in Q1 2026.
  • 164 funds tracked by Wall St. Rank held The RMR Group as of Q2 2026.

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